Ashley M Lampert

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:

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

Current Employers

Employment History

• 08/2025 → Present
  Edward Jones
  St. Louis, MO
• 07/2022 → 08/2025
  Independence Bank
  Shelby, MT
• 12/2020 → 07/2022
  Shelby Chamber Of Commerce
  Shelby, MT
• 05/2019 → 12/2022
  Frontier Bar & Supper Club
  Shelby, MT
• 12/2016 → 06/2018
  City Of Bozeman
  Bozeman, MT
• 10/2016 → 05/2019
  Younique
  Shelby, MT
• 09/2014 → 12/2016
  Enterprise Rent-A-Car
  Bozeman, MT
• 02/2024 → 08/2025
  Self Employed
  Shelby, MT

Other Businesses

K Cubed Concepts, LLC Type of business: Web Design/ Site Management Shelby, MT Start date: 2/9/2024 Owner Hours per week: 2 Hours during trading: 1 Maintain

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28

Other Names

• Ashley Marie Holten