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).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

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

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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