Jordan LambertCRD Number: 6152240
Current Firm: Ryan Poage & Company
Jordan Lambert (CRD# 6152240) is an Investment Advisor Representative working at Ryan Poage & Company in Kansas City, MO and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||May 2016 - Current||1|
|Ryan Poage & Company||Kansas City, MO||May 2016 - Current||1|
|Lawing Financial Inc.||Overland Park, KS||Aug 2013 - May 2016||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2013 - May 2016||3|
|Citizens Bank & Trust||Kansas City, MO||Jan 2013 - Feb 2015||2|
|Pittsburg State University||Pittsburg, KS||Aug 2009 - Dec 2012||3|
|Midwest Heating And Cooling||Kansas City, MO||Sep 2007 - Nov 2012||5|
|Lakewood Oaks Golf Club||Lees Summit, MO||Feb 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management41MILLIONS
Total Number of Accounts139ACCOUNTS
Average Account Value$292,674
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, MO, TX
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