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Jeffrey Michael Lamb

SOVEREIGN INVESTMENT ADVISORS LLC·PHOENIX, Arizona
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3930 E RAY ROAD SUITE 170, PHOENIX, AZ 85044CRD# 2080856Firm CRD# 149040
01

About

Jeffrey Michael Lamb is a registered financial advisor based in PHOENIX, Arizona, affiliated with SOVEREIGN INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SOVEREIGN INVESTMENT ADVISORS LLC
SOVEREIGN INVESTMENT ADVISORS LLC
AUM
$2.3B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SOVEREIGN INVESTMENT ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2080856
Firm CRD# 149040
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Lamb offer?
Jeffrey Michael Lamb specializes in Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Jeffrey Michael Lamb's credentials?
Jeffrey Michael Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Lamb located?
Jeffrey Michael Lamb is based in PHOENIX, Arizona, working with SOVEREIGN INVESTMENT ADVISORS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Jeffrey Michael Lamb charge for services?
Jeffrey Michael Lamb's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOVEREIGN INVESTMENT ADVISORS LLC?
SOVEREIGN INVESTMENT ADVISORS LLC has approximately 8 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHOENIX
Michael Patrick Mccann — PERSPECTIVE FINANCIAL SERVICES LLCPurnesh Seegopaul — PANGAEA VENTURES US INC.David Thomas Wilson — TRUERISK CAPITAL MANAGEMENT LLCCurtis Reed Christensen — LONGBOARD ASSET MANAGEMENT, LPTodd Coleman Early — SOVEREIGN INVESTMENT ADVISORS LLC
Nearby cities in Arizona
SCOTTSDALE (467)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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