Jason Townsend Lambert

Current Employers

Employment History

• 04/2015 → 07/2020
  Northwest Financial & Tax Solutions, Inc
  Vancouver, WA
• 05/2019 → 07/2020
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2015 → 07/2020
  Madison Avenue Securities, Llc.
  San Diego, CA
• 05/2019 → 07/2020
  Madison Avenue Securities, Llc.
  San Diego, CA
• 07/2020 → Present
  Ameriprise Financial Services Llc
  Vancouver, WA

Previous Registrations

• 2019-05-31 → 2020-08-10
  Ae Wealth Management, Llc
  Vancouver, WA
  Portland, OR
  Clackamas, OR
• 2015-05-05 → 2020-08-03
  Madison Avenue Securities, Llc
  Portland, OR
  Clackamas, OR
  Vancouver, WA
• 2013-04-29 → 2015-01-26
  Morgan Stanley
  Santa Barbara, CA

Other Businesses

Real Estate Ownership; Single Family; 17329 W Gretna St, , Surprise, AZ, 85388; Investment-Related; 06/22/2026. Independent Insurance Brokering; Lincoln Life; 01/01/2015; Fixed Annuity, Whole Life / American Equity; 01/01/2015; Fixed Annuity / American United Life; 01/01/2015; Whole Life, Fixed Annuity / Allianz Life; 01/01/2015; Fixed Annuity / Athene; 01/01/2015; Fixed Annuity / Mutual of Omaha; 01/01/2015; Fixed Annuity, Whole Life / Symetra; 01/01/2015; Whole Life. Business Ownership; Trailhead Tax Center; Manage CPA Staff; Tax Preparation; 217 SE 136th Ave , , Vancover, WA, 98684; Not Investment-Related; 04/24/2019; 1 to 9 hours per month; 1 to 9 during trading hours / NW Financial & Tax Solutions; Owner; Consulting; 3659 NW Jasmine St, , Camas, WA, 98607; Investment-Related; 01/01/2019; 0 hours per month; 0 during trading hours. Other Business Activities; Author; I have Co-written a book and intend to sell the book on Amazon.; 3659 NW Jasmine St, , Camas, WA 98607-4401, WA, 98607; Not Investment-Related; 11/25/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-25

Other Names

• Jason Townsend Lambert