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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alexander Lamb is an investment advisor representative currently registered with Seven Post Investment Office LP in California. Jeffrey Lamb has been active in the industry since 2014 and has a Series 65 license. Seven Post Investment Office LP offers a range of advisory services including financial planning, portfolio management for individuals and businesses, and investment consulting services. The firm has a long history of working with high-net-worth individuals and private endowments.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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
04/11/2022 - Present
Seven Post Investment Office LP (SAN FRANCISCO CA)
IA
Issued 11/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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