Shawn Lambert, financial advisor Coeur d'Alene ID
81 score

Shawn Lambert

CRD Number: 3159257
Current Firm: J.p. Morgan Securities LLC

Shawn Lambert (CRD# 3159257) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coeur d'Alene, ID and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Coeur D'alene, ID Dec 2014 - Current 2
Jpmorgan Chase Bank Coeur D'alene, ID Dec 2014 - Current 2
George Gee Coeur D'alene, ID Aug 2014 - Dec 2014 < 1
Carpet Warehouse Coeur D'alene, ID May 2014 - Aug 2014 < 1
Lowes Corp Coeur D'alene, ID May 2013 - May 2014 1
Unemployed Coeur D Alene, ID Jan 2013 - May 2013 < 1
Lpl Financial Coeur D'alene, ID Jan 2012 - Dec 2012 < 1
Wells Fargo Advisors LLC Coeur D'alene, ID May 2009 - Jan 2012 2
Wachovia Securities, LLC Coeur D'alene, ID Jan 2008 - May 2009 1
A.g. Edwards Coeur D'alene, ID Nov 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Shawn D. Lambert
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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