Jason Michael Lambert

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

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

• 04/2012 → 06/2025
  Wells Fargo Bank Na
  Murrells Inlet, SC
• 02/2017 → 07/2025
  Wells Fargo Clearing Services, Llc
  Murrells Inlet, SC
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Myrtle Beach, SC
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Myrtle Beach, SC

Previous Registrations

• 2017-06-05 → 2025-07-17
  Wells Fargo Clearing Services, Llc
  Murrells Inlet, SC
  Charleston, SC
  North Myrtle Beach, SC
  Murrells Inlet, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-05
• S63 Uniform Securities Agent State Law Examination
  2017-05-11

Other Names

• Jason Lambert
• Jason Michael Lambert
• Jason M. Lambert