Lambert, J Jeffrey

Lambert, J Jeffrey (CRD# 157009) is a financial advisory firm headquartered in Folsom, CA. They manage $23,200,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $386,667
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lambert, J Jeffrey
Showing 1 - 2 of 2 top financial advisors.
1
James J. Lambert
CRD#: 726677
1024 Iron Point Road, Folsom, CA 95630
96
Wealthminder
score

James Lambert (CRD# 726677) is an Investment Advisor Representative working at Lambert, J Jeffrey in Folsom, CA and has over 24 years of experience in the finance industry. James Lambert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald N. Bittner
CRD#: 6318124
1024 Iron Point Road, Folsom, CA 95630
89
Wealthminder
score

Donald Bittner (CRD# 6318124) is an Investment Advisor Representative working at Lambert, J Jeffrey in Folsom, CA and has over 2 years of experience in the finance industry.

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