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Jason C Lamb

SHORE POINT ADVISORS, LLC·BRIELLE, New Jersey
SIE, Series 6, Series 63, Series 65Clean record12 years registeredSHORE POINT ADVISORS, LLC
402 HIGGINS AVE, BRIELLE, NJ 08730CRD# 5746696Firm CRD# 296848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason C Lamb · BRIELLE, NJ
Registration
CRD #5746696 · SHORE POINT ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

SHORE POINT ADVISORS, LLC
Jun 2018 – present
PARK AVENUE SECURITIES LLC
Feb 2014 – Jun 2018
Brielle, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · February 10, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHORE POINT ADVISORS, LLC
CRD 296848 · SEC 801-120441
AUM
$213M
Regulatory assets under management
Employees
5
1,405 client accounts
Services offered by SHORE POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHORE POINT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jason C Lamb offer?
Jason C Lamb specializes in Financial Planning, Investment Management. Contact their office in BRIELLE, New Jersey for a consultation.
What are Jason C Lamb's credentials?
Jason C Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason C Lamb located?
Jason C Lamb is based in BRIELLE, New Jersey, working with SHORE POINT ADVISORS, LLC. Their office serves clients in the BRIELLE metropolitan area and surrounding communities.
How does Jason C Lamb charge for services?
Jason C Lamb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHORE POINT ADVISORS, LLC?
SHORE POINT ADVISORS, LLC has approximately 5 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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