Jordan Lambert, financial advisor Kansas City MO
90 score

Jordan Lambert

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jordan W. Lambert
Phone Number: (816) 531-4555
Firm Website: http://www.ryanpoage.com
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $292,674
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, MO, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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