Jason Lampert (CRD# 6703446) is an Investment Advisor Representative working at Woodson Wealth Management in Forest Hills, NY and has over 12 years of experience in the finance industry. Jason Lampert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodson Wealth Management | Ramona, CA | Jun 2023 - Current | < 1 |
| Unemployed | Forest Hills, NY | Nov 2020 - Jun 2023 | 2 |
| Icma-rc | Washington, DC | Aug 2016 - Nov 2020 | 4 |
| Armed Forces Service Corp | Brooklyn, NY | Mar 2015 - Aug 2016 | 1 |
| Unemployed | Ny, NY | Dec 2014 - Mar 2015 | < 1 |
| Urban Upbound | Astoria, NY | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- NY
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Total Assets Under Management22MILLIONS
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Total Number of Accounts175ACCOUNTS
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Average Account Value$123,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, NY, OR, TX
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