Jason
Lamb
Shore Point Advisors, LLC
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About this Advisor
Jason Lamb is a financial advisor based in Brielle, New Jersey, working with Shore Point Advisors, LLC. Jason has previously held positions at Guardian Life Insurance, Park Avenue Securities, Shore Point Advisors, LLC, and Jcl Financial, LLC. Jason has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Jason is part of Shore Point Advisors, LLC, which operates out of Brielle, New Jersey. The firm has 5 employees and manages assets totaling $212.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Shore Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shore Point Advisors, LLC Brokerage Details
$212,706,941
5
1,405
$151,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jason Lamb Work History
Shore Point Advisors, LLC
Jcl Financial, LLC
Park Avenue Securities
Guardian Life Insurance
Disclosures
Please visit the SEC profile of Jason Lamb 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 Shore Point Advisors, LLC
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
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