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.
CRD# 5146297
Origin Financial
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| 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 |
- NY
-
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
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