Jacob Lambert, financial advisor White Plains NY

Jacob Lambert

CRD Number: 7389858
Current Firm: Tortoise Investment Management, LLC

Jacob Lambert (CRD# 7389858) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tortoise Investment Management, LLC White Plains, NY Jul 2019 - Current 3
University Of Connecticut School Of Business Storrs, CT May 2018 - May 2019 1
Tortoise Investment Management, LLC White Plains, NY Jun 2018 - Aug 2018 < 1
Grille 86 Storrs, CT Jan 2018 - May 2018 < 1
Unemployed Storrs, CT Aug 2017 - Jan 2018 < 1
Sikorsky Aircraft Corporation Shelton, CT Jun 2017 - Aug 2017 < 1
Unemployed Newtown, CT Sep 2016 - Jun 2017 < 1
Vroom Service Brookfield, CT Jan 2015 - Sep 2016 1
Rei Technology Newtown, CT Jun 2016 - Aug 2016 < 1
Golden Landscaping Newtown, CT Apr 2016 - Jun 2016 < 1
Franco's Pizza Newtown, CT Jan 2014 - Dec 2014 < 1
Newtown High School Newtown, CT Jun 2011 - Dec 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for Jacob R. Lambert
Phone Number: 914-686-0024
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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