Jason Lamb (CRD# 5746696) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 10 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shore Point Advisors, LLC | Brielle, NJ | May 2018 - Current | 5 |
| Jcl Financial, LLC | Brielle, NJ | Sep 2012 - Current | 11 |
| Park Avenue Securities | Brielle, NJ | Feb 2010 - Jun 2018 | 8 |
| Guardian Life Insurance | Brielle, NJ | May 2008 - Jun 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
| S63 | Uniform Securities State Law Examination | Feb 2015 |
- NJ
- TX
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,405ACCOUNTS
-
Average Account Value$151,393
- 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
- Pension consulting services
- Other
CA, FL, ME, NJ, NY, SC, TX
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