Lambert, J Jeffrey
Lambert, J Jeffrey (CRD# 157009) is a financial advisory firm headquartered in Folsom, CA. They manage $24,300,000 in 109 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts109ACCOUNTS
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Average Account Value$222,936
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lambert, J Jeffrey
1
James Lambert (CRD# 726677) is an Investment Advisor Representative working at Lambert, J Jeffrey in Folsom, CA and has over 31 years of experience in the finance industry.
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