AdvisorOS Directory
Claim Profile
JL

Jason C Lamb

SHORE POINT ADVISORS, LLC·BRIELLE, New Jersey
Unclaimed Profile
402 HIGGINS AVE, BRIELLE, NJ 08730CRD# 5746696Firm CRD# 296848
01

About

Jason C Lamb is a registered financial advisor based in BRIELLE, New Jersey, affiliated with SHORE POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHORE POINT ADVISORS, LLC
SHORE POINT ADVISORS, LLC
AUM
$213M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SHORE POINT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5746696
Firm CRD# 296848
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRIELLE?

Browse all registered financial advisors in BRIELLE, New Jersey or claim this profile if it's yours.

Browse BRIELLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BRIELLE
Jorie Barnett Johnson — FINANCIAL FUTURES LIMITED LIABILITY COMPANY
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile