Jasmine Alberta Lambert

Employer firm

Flagstar Securities, Inc CRD 104233

$784M regulatory AUM

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 10/2018
  Victory Martial Arts
  Leesburg, VA
• 04/2017 → 03/2018
  Gold's Gym
  Herndon, VA
• 07/2017 → 12/2017
  Rita's
  Leesburg, VA
• 03/2017 → 08/2017
  Adidas
  Leesburg, VA
• 11/2013 → 01/2017
  Milton Hershey School
  Hershey, PA
• 09/2018 → 04/2023
  Wealthcare Advisory Partners Llc
  Leesburg, VA
• 10/2018 → 04/2023
  Fellows Financial Group
  Leesburg, VA
• 09/2014 → 04/2017
  Johnson & Wales University
  Providence, RI
• 05/2023 → 07/2026
  Core Planning, Llc
  St. Louis, MO
• 06/2026 → Present
  Flagstar Securities, Inc./Flagstar Bank, N.A.
  New York, NY
• 09/2024 → 06/2026
  Rpag
  Aliso Viejo, CA
• 06/2024 → 08/2025
  Rumble Boxing
  Long Beach, CA
• 01/2024 → 06/2024
  Los Angeles Angels
  Anaheim, CA

Previous Registrations

• 2023-05-11 → 2026-07-07
  Core Planning
  Ofallon, MO
  Berryville, VA
• 2020-12-17 → 2023-04-19
  Wealthcare Advisory Partners Llc
  West Chester, PA
  Leesburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-17