Edward
Lamson

Nuveen Asset Management, LLC

CRD#5653869
Investment Advisor
in Chicago, IL

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About this Advisor

Edward Lamson is a financial advisor based out of Chicago, Illinois with 1 year of industry experience. Lamson currently works for Nuveen Asset Management, LLC. The advisor has gained experience at Nuveen Asset Management, LLC, Nuveen Securities, LLC and Santa Barbara Asset Management, LLC. Lamson holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Illinois. Nuveen Asset Management, LLC is an advisory business operating out of Chicago, IL. The firm has offices in 14 locations and a total of 421 financial advisors. It administers $249 billion in assets across its 70,634 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 114 charitable organizations. Of its 70,634 accounts, 15% belong to high-net-worth clients who have more than $1 million in assets. Nuveen Asset Management, LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules vary depending on the services. Fee types charged by Nuveen Asset Management, LLC likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

333 West Wacker Drive
Chicago, IL 60606

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Nuveen Asset Management, LLC Brokerage Details

Total Assets Under Management

$248,648,334,766

IL Average: $6,674,516,078
Total Number of Employees

421

IL Average: 44
Total Number of Accounts

70,634

IL Average: 2,564
Average Account Size

$3,520,236

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Edward Lamson Work History

Edward has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Nuveen Asset Management, LLC

2015 - Present (9 years)

Nuveen Securities, LLC

2013 - 2021 (8 years)

Santa Barbara Asset Management, LLC

2011 - 2015 (4 years)

Nuveen Asset Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Lamson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nuveen Asset Management, LLC

Jack Benjamin
Los Angeles, CA
Joseph Duncker
Chicago, IL
Adrienne Frank
Chicago, IL
Eva Calabrese
Chicago, IL
Shawn Polk
Chicago, IL
James Woodfin
Chicago, IL
James Penney
Chicago, IL
Jeffrey Smith
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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