Unclaimed
Jason Price Lamb is a financial advisor currently affiliated with Arete Wealth Management, LLC in Nashville, TN. Jason has over 23 years of experience in the financial services industry, beginning their career in 1999. Jason holds a variety of licenses and registrations, including Series 7, Series 24, Series 51, Series 52, and Series 99.
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.
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.
1
2
TN
02/08/2021 - Present
Arete Wealth Management, LLC (Nashville TN)
CA
06/17/2009 - 12/01/2023
CENTER STREET SECURITIES, INC. (SOQUEL CA)
AL
09/10/2001 - 03/26/2009
PROEQUITIES, INC. (BIRMINGHAM AL)
MN
11/11/1999 - 08/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/11/1999 - 08/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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