Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jeffrey Lambert has over 30 years of experience in the financial services industry. James has worked with a variety of firms, including Equity Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Sun Life of Canada (U.S.) Distributors, Inc. James is currently registered with Lambert, J Jeffrey. James is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. James has a strong track record of providing high-quality financial advice to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Lambert, J Jeffrey (FOLSOM CA)
VT
08/24/2001 - 10/25/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
05/06/1999 - 02/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
09/14/1998 - 10/26/1998
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CA
07/20/1994 - 04/23/1998
WNC CAPITAL CORPORATION (IRVINE CA)
CA
04/23/1992 - 07/29/1994
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
NA
03/16/1990 - 12/31/1991
AMERICAN INVESTORS COMPANY
CA
10/17/1986 - 12/31/1991
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
NA
03/31/1986 - 10/24/1986
WESTMARK CAPITAL CORP.
NA
09/27/1983 - 03/25/1986
PLANNED INVESTMENTS INC.
NA
03/23/1981 - 09/08/1981
EQUITEC SECURITIES COMPANY
IA
Issued 05/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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