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James Jeffrey Lambert

Capital Trust Advisors

Gardnerville, NV

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Current Employers
Capital Trust Advisors

1210 5Th Avenue, #275, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-01-21
  • NV RA
    APPROVED
    Since 2026-01-21

Branch Locations

Gardnerville, NV • 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
Uc Davis Davis CA 07/1996 06/2017
Goldberg Advisers, Llc Gardnerville NV 12/2025 Present
Lambert Wealth Advisory, Llc Folsom CA 09/2013 12/2025
  • 07/1996 → 06/2017
    Uc Davis
    Davis, CA
  • 12/2025 → Present
    Goldberg Advisers, Llc
    Gardnerville, NV
  • 09/2013 → 12/2025
    Lambert Wealth Advisory, Llc
    Folsom, CA
Previous Registrations
  • 2011-05-10 → 2026-01-16
    Lambert, J Jeffrey
    Folsom, CA
  • 2009-07-02 → 2011-07-01
    Parkshore Wealth Management
    Folsom, CA
  • 2002-02-28 → 2009-07-07
    Lighthouse Financial Planning
    Folsom, CA
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-13
S63 Uniform Securities Agent State Law Examination 1992-05-07
  • S65 Uniform Investment Adviser Law Examination
    1999-05-13
  • S63 Uniform Securities Agent State Law Examination
    1992-05-07
Designations
Other Names
  • Jeff Lambert

View on SEC IAPD

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