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Donald Andrew Lambert

J.P. Morgan Securities LLC

Columbus, OH

Valparaiso, IN

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-03
OH RA APPROVED 2020-01-10
TX RA APPROVED_RES 2018-03-22
IN RA APPROVED 2012-10-22
  • NY RA
    APPROVED
    Since 2021-05-03
  • OH RA
    APPROVED
    Since 2020-01-10
  • TX RA
    APPROVED_RES
    Since 2018-03-22
  • IN RA
    APPROVED
    Since 2012-10-22

Branch Locations

1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States

103 Lincolnway Floor 01-Ste103, Valparaiso, IN 46383 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Chicago IL 11/2013 03/2018
J.P. Morgan Securities Llc Valvaraiso IL 03/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-06
S63 Uniform Securities Agent State Law Examination 1996-10-18
  • S65 Uniform Investment Adviser Law Examination
    1996-11-06
  • S63 Uniform Securities Agent State Law Examination
    1996-10-18
Other Names
  • Andy Lambert
  • Donald A Lambert
  • Donald Andrew Lambert
  • Donald Lambert

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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