Jason LambertCRD Number: 6155850
Current Firm: Madison Avenue Securities, LLC
Jason Lambert (CRD# 6155850) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Portland, OR and has over 4 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Madison Avenue Securities||Vancouver, WA||Apr 2015 - Current||2|
|Northwest Financial & Tax Solutions, Inc.||Vancouver, WA||Apr 2015 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Apr 2015||< 1|
|Morgan Stanley||Santa Barbara, CA||Jan 2013 - Apr 2015||2|
|Auburn University||Auburn, AL||Aug 2010 - Dec 2012||2|
|Releve||Los Olivos, CA||Jan 2010 - Jun 2010||< 1|
|Kalyra Winery||Santa Ynez, CA||Jan 2010 - Jun 2010||< 1|
|Jack's Of La Jolla||San Diego, CA||Mar 2007 - Oct 2009||2|
|Lambert Capital Management||Solvang, CA||Jun 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management330MILLIONS
Total Number of Accounts3,611ACCOUNTS
Average Account Value$91,271
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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