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).
Total Assets Under Management23MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$386,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
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.