Jacob LambertCRD 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.
Lincoln Financial Advisors Corporation
|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|
Total Assets Under Management1,237MILLIONS
Total Number of Accounts2,547ACCOUNTS
Average Account Value$485,506
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, DC, FL, IL, MA, MD, NH, NJ, NY, PA, TX, VA, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.