Joseph Neil Lambert

Current Employers

Employment History

• 08/1988 → 09/2021
  Jnl Consulting Services
  Santa Ynez, CA
• 12/1996 → 09/2021
  Avatar Associates
  New York, NY
• 07/2000 → 09/2021
  National Asset Management
  Louisville, KY
• 06/1988 → 12/2025
  Lambert Capital Management
  Solvang, CA
• 02/2026 → Present
  Lambert Capital Management
  Solvang, CA

Previous Registrations

• 2019-01-23 → 2025-12-31
  Lambert Capital Management
  Solvang, CA

Other Businesses

Echo Capital LLC - Investment related - 305 SE Chkalov Dr. Ste 111-352, Vancouver, WA 98683 - Providing loans and guidance to private companies - Chief Investment Officer - August 2018 - 40 hours per month - 8 hours per month during trading hours - Independent contractor providing analytical work for both public and private companies. Lamber Production - Non-Investment related - 1332 Santa Barbara St., Santa Barbara, CA 93101 - Entertainment &Production Non-Profit - Executive Producer - May 2010 - 40 hours per month - Organize and manage all aspects of the production The Lambert Foundation - Non-Investment related- 1332 Santa Barbara St., Santa Barbara, CA 93101 - non-profit supporting performing arts departments in Santa Barbara County Schools - President & Chairman - May 2010 - 40 hours per month - Manage all aspects of the foundation Lambert Private Equity - Investment related - 1332 Santa Barbara St., Santa Barbara, CA 93101 - Consulting - Managing Director - January 2010 - 50 hours per month - Consulting to corporations regarding M&A and public strategies

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-27
• S63 Uniform Securities Agent State Law Examination
  1983-07-14

Other Names

• Joseph Neil Lambert
• Joe Lambert