James Jeffrey Lambert
CFP®Professional Summary
James Jeffrey Lambert, CFP®, who also goes by Jeff Lambert, is a registered financial advisor currently at CAPITAL TRUST ADVISORS located in Gardnerville, Nevada. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. James has worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Lambert
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL TRUST ADVISORS | PALADIN INVESTMENT ADVISORS | GOLDBERG ADVISERS, LLC
Contact Information
Main Address
1210 5th Avenue, #275, San Rafael, CA 94901Phone Number
(415) 399-9100# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
514AUM (Assets Under Management)
$402,600,006Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAPITAL TRUST ADVISORS | PALADIN INVESTMENT ADVISORS | GOLDBERG ADVISERS, LLC
State Registrations and Notice Filings
(1/21/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Jeffrey Lambert's CRS (Customer Relationship Summary).
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