Jordan Lambert (CRD# 6152240) is an Investment Advisor Representative working at Ryan Poage & Company in Kansas City, MO and has over 11 years of experience in the finance industry.
CRD# 5595335
Prime Capital Investment Advisors, LLC
CRD# 6129945
Creative Planning
CRD# 6330565
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Heating, Cooling & Plumbing, Inc. | Kansas City, MO | Jun 2024 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2022 - Current | 1 |
| Ryan Poage & Company | Kansas City, MO | May 2016 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2016 - Dec 2022 | 6 |
| Lawing Financial Inc. | Overland Park, KS | Aug 2013 - May 2016 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2013 - May 2016 | 3 |
| Citizens Bank & Trust | Kansas City, MO | Jan 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- CO
- KS
- MO
- TX
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts629ACCOUNTS
-
Average Account Value$159,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, KS, MO, TX
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