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Jasson K. Lamb

Edward Jones

Coeur D'ALene, ID

CRD 2914768

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-19
TX RA APPROVED_RES 2019-02-20
  • ID RA
    APPROVED
    Since 2025-03-19
  • TX RA
    APPROVED_RES
    Since 2019-02-20

Branch Locations

101 Ironwood Dr Suite 160, Coeur D'ALene, ID 83814 • 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
Edward D. Jones & Co., L.P. Coeur D'ALene ID 05/1997 Present
  • 05/1997 → Present
    Edward D. Jones & Co., L.P.
    Coeur D'ALene, ID
Other Businesses

PELOLAMAC LLC Type of business: Recreational Property Kingston, ID Start date: 9/27/2023 Member Hours per week: 0 Hours during trading: 0 None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-18
S63 Uniform Securities Agent State Law Examination 1997-08-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-18
  • S63 Uniform Securities Agent State Law Examination
    1997-08-14
Other Names
  • Jasson Karl Lamb

View on SEC IAPD

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