Jason Lambert, financial advisor Vancouver WA

Jason Lambert

Northwest Financial Solutions

CRD Number: 6155850
Current Firm: Ameriprise Financial Services, LLC
Compensation Model: Both

Jason Lambert (CRD# 6155850) is an Investment Advisor Representative working at Ameriprise Financial in Vancouver, WA and has over 8 years of experience in the finance industry.

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Ameriprise Financial Services, LLC
Company Name Location Dates Years
Ameriprise Financial Services LLC Vancouver, WA Jul 2020 - Current 3
Ae Wealth Management, LLC Topeka, KS May 2019 - Jul 2020 1
Madison Avenue Securities, LLC San Diego, CA May 2019 - Jul 2020 1
Madison Avenue Securities, LLC San Diego, CA May 2015 - Jul 2020 5
Northwest Financial & Tax Solutions, Inc. Vancouver, WA Apr 2015 - Jul 2020 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Morgan Stanley Santa Barbara, CA Jan 2013 - Apr 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Jason T. Lambert
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • AL
  • IN
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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