Jasmine
Lambert
Wealthcare Advisory Partners LLC
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About this Advisor
Jasmine Lambert is a financial advisor who works out of West Chester, Pennsylvania with 3 years of industry experience. Lambert is currently employed by Wealthcare Advisory Partners LLC. Over the course of their career, they have held roles at Victory Martial Arts, Gold'S Gym, Rita'S, Adidas, Milton Hershey School, Hollywood Casino, Wealthcare Advisory Partners LLC, Fellows Financial Group and Johnson & Wales University. Lambert holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Virginia. Wealthcare Advisory Partners LLC is a financial advisory firm based in West Chester, PA. The company has offices in 65 locations and a total of 187 advisors. It handles $4 billion in total assets between its 16,562 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 28 charitable organizations. Of its 16,562 client accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in investable assets. Wealthcare Advisory Partners LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on the type of financial services offered. However, fees billed by Wealthcare Advisory Partners LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jasmine Lambert Work History
Jasmine has been registered as a financial advisor for 3 years.*
Wealthcare Advisory Partners LLC
Fellows Financial Group
Victory Martial Arts
Gold'S Gym
Rita'S
Adidas
Johnson & Wales University
Milton Hershey School
Hollywood Casino
*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 Jasmine Lambert 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 Wealthcare Advisory Partners LLC
West Chester, PA
West Chester, PA
West Chester, PA
Crozet, VA
Cedar Rapids, IA
West Chester, PA
West Chester, PA
Merion Station, PA
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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