Advisor profile


My approach

Jason Townsend Lambert - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Jason Townsend Lambert - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66

Education

  • Auburn University: Bachelors of Science, Buiness Administration, Finance 2010-2012
  • Grossmont College: Associate of Science (A.S) Business/ Managerial Economics 2006-2008

Interests

  • I love spending time with my wife, Daughter (Ella Joy 6) and Son (Nolan 3) and our lab
  • My favorite night is family game night.
  • At Christmas at our house I decorate my house a little like Clark Griswold
  • My family and love to hike and be outdoors
  • I like college football
  • I am an Elder at my church
  • We are homeschooling our two kids this year.
  • I like to cook on my Traeger grill
  • I pitched in semi-pro baseball
  • I went to Auburn University and have a degree in finance
  • I coach my kids baseball team
  • I grew up in California
  • Enjoy exercising and running

Community participation

  • Elder at my church.

Professional associations

  • Clark County Food Bank