Jordan Wesley Lambert

Current Employers

Employment History

• 05/2016 → Present
  Ryan Poage & Co.
  Kansas City, MO
• 05/2016 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2024 → Present
  Midwest Heating, Cooling & Plumbing, Inc.
  Kansas City, MO
• 12/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-08-14 → 2016-05-02
  Lawing Financial Inc
  Kansas City, MO
  Overland Park, KS

Other Businesses

Ryan Poage & Co. Fixed Insurance Sales; Not Investment Related; 800 W. 47th Street, Suite 700, Kansas City, MO 64112; Fixed Insurance; Agent; 5/2016; 2 HR/Month; 1HR/Month During Trading HRS; Fixed Insurance Sales Ryan Poage & Co.- Investment Related- 800 W. 47th St. Suite 700 Kansas City, MO, 64112- Registered Investment Adviser- Financial Planner- 05-2016- 40 Hrs/Month- 40 Hrs during securities trading hrs- Investment advisory and financial planning; Midwest Heating, Cooling & Plumbing, Inc.; Not Investment Related; 13228 Holmes Rd Kansas City, MO 64145; HVAC company; Marketing and Sales for family's third-generation family business; 6/2024; 120 Hrs/Month; 120 Hrs/Month during securities trading hours; marketing and sales.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-09
• S63 Uniform Securities Agent State Law Examination
  2013-05-03

Other Names

• Jordan Lambert