Jordan W. Lambert

RYAN POAGE & CO.

Kansas City, MO 64112

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CRD#: 6152240

Professional summary

Jordan Wesley Lambert, who also goes by Jordan Lambert, is a registered financial advisor currently at RYAN POAGE & CO. located in Kansas City, Missouri.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jordan has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Lambert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ryan Poage & Co. Fixed Insurance Sales; Not Investment Related; 800 W. 47th Street, Suite 700, Kansas City, MO 64112; Fixed Insurance; Agent; 5/2016; 2 HR/Month; 1HR/Month During Trading HRS; Fixed Insurance Sales Ryan Poage & Co.- Investment Related- 800 W. 47th St. Suite 700 Kansas City, MO, 64112- Registered Investment Adviser- Financial Planner- 05-2016- 40 Hrs/Month- 40 Hrs during securities trading hrs- Investment advisory and financial planning; Midwest Heating, Cooling & Plumbing, Inc.; Not Investment Related; 13228 Holmes Rd Kansas City, MO 64145; HVAC company; Marketing and Sales for family's third-generation family business; 6/2024; 120 Hrs/Month; 120 Hrs/Month during securities trading hours; marketing and sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Wesley Lambert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2016 - Present

RYAN POAGE & CO.

Office #1: 800 W. 47th Street Suite 700, Kansas City, MO 64112

RIA

CRD#: 157432

Kansas City, MO

Past

May 20, 2016 - December 19, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

KANSAS CITY, MO

Past

August 14, 2013 - May 2, 2016

LAWING FINANCIAL INC

RIA

CRD#: 117178

OVERLAND PARK, KS

Past

March 19, 2013 - May 6, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OVERLAND PARK, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/2/2016)

IAR

Missouri
(5/6/2016)

IAR

Texas
(4/11/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/9/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/3/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/2013

General Securities Representative Examination

Current Firm

RYAN POAGE & CO.

BAXTER WEALTH, LLC | RYAN POAGE & CO., LLC | RYAN POAGE & CO.

CRD#: 157432 / SEC#: 801-72330

RIA

Registered Investment Advisory firm - (6/19/2012 Terminated)

Colorado

Registered Investment Advisory firm - (6/14/2021 Approved)

Kansas

Registered Investment Advisory firm - (4/23/2012 Approved)

Missouri

Registered Investment Advisory firm - (5/4/2012 Approved)

Texas

Registered Investment Advisory firm - (10/24/2014 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

800 W. 47th Street Suite 700, Kansas City, MO 64112

Mailing Address

Phone number

(816) 531-4555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 102,392,364

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jordan W. Lambert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Wesley Lambert's CRS (Customer Relationship Summary).

Certified licenses

Experience

RYAN POAGE & CO.

PURSHE KAPLAN STERLING INVESTMENTS

LAWING FINANCIAL INC

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2013

Series 63

Date: 5/3/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/18/2013

Current Firm

RYAN POAGE & CO.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RYAN POAGE & CO.

TRUST BUT VERIFY

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