Jared Thomas Lamb

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 01/2026
  Rbc Capital Markets, Llc
  Denver, CO
• 06/2019 → 01/2026
  City National Bank
  Denver, CO
• 01/2026 → Present
  Raymond James & Associate
  Denver, CO

Previous Registrations

• 2014-02-14 → 2026-01-30
  Rbc Capital Markets, Llc
  Denver, CO
  Parker, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-02-14

Designations

• Certified Financial Planner

Other Names

• Jared T Lamb