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David Wayne Lamb

Edward Jones

Steamboat Springs, CO

CRD 5614996

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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
TX RA APPROVED_RES 2014-08-26
CO RA APPROVED 2009-01-26
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • CO RA
    APPROVED
    Since 2009-01-26

Branch Locations

1600 Pine Grove Road Suite 108, Steamboat Springs, CO 80487 • 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 Jones St Louis MO 11/2008 Present
Other Businesses

Dream Waters Ranch LLC Type of business: Agriculture Steamboat Springs, CO Start date: 11/1/2020 Owner Hours per week: 0 Hours during trading: 0 No Responsibilities * Olympian Office Space Type of business: Commercial Rental Space Steamboat Springs, CO Start date: 2/11/2026 Owner Hours per week: 1 Hours during trading: 0 Office owner and landlord.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-17
  • S66 Uniform Combined State Law Examination
    2009-01-17
Designations
  • Certified Financial Planner
Other Names
  • David Wayne Lamb

View on SEC IAPD

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