John M. Lamont
Professional summary
John Maurice Lamont, who also goes by Jack Lamont, John M Lamont, is a registered financial advisor currently at SPIRIT OF AMERICA MANAGEMENT CORP located in E. Westport, Connecticut and DAVID LERNER ASSOCIATES, INC. located in Westport, Connecticut.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. John has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, SIE, Series 5, Series 3, Series 15, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Maurice Lamont's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2018 - Present
SPIRIT OF AMERICA MANAGEMENT CORP
Office #1: 1221 Post Road East, E. Westport, CT 06880August 15, 1989 - Present
DAVID LERNER ASSOCIATES, INC.
Office #1: 1221 Post Road, Westport, CT 06880October 26, 1987 - March 7, 1988
BUELL SECURITIES CORP.
March 27, 1986 - November 3, 1987
MOSELEY SECURITIES CORPORATION
September 28, 1984 - May 5, 1986
LEHMAN BROTHERS INC.
September 23, 1982 - October 17, 1984
PRUDENTIAL EQUITY GROUP, LLC
February 11, 1982 - September 23, 1982
L. F. ROTHSCHILD & CO. INCORPORATED
November 28, 1981 - January 29, 1982
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
SPIRIT OF AMERICA MANAGEMENT CORP
CRD#: 110023 / SEC#: 801-54782
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/8/2012)
(5/23/2000)
(8/15/1989)
(3/28/2018)
(2/8/1995)
(4/30/2002)
(9/30/2021)
(5/8/2003)
(1/29/2025)
(7/14/1999)
(6/30/1998)
(9/30/2021)
(4/6/2000)
(8/15/1989)
(9/11/2012)
(3/17/2022)
(7/16/2025)
(5/6/2005)
(6/6/2000)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 5
Date: 11/14/1985
Interest Rate Options ExaminationSeries 15
Date: 3/7/1983
Foreign Currency Options ExaminationFINRA
Current Firm
SPIRIT OF AMERICA MANAGEMENT CORP
CRD#: 110023 / SEC#: 801-54782
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 584,755,932 |
Red Flags
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Company Information
SPIRIT OF AMERICA MANAGEMENT CORP
CRD#: 110023E. Westport, CT 06880TRUST BUT VERIFY
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