Jeffrey Lamb
Jeffrey Lamb is a registered investment advisor at Ameriprise Financial Services, LLC, based in Woodridge, IL, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6435 Main St Ste 160, Woodridge, IL, 60517
Get directionsHistory
Regulatory History (1)
Civil Bond
May 2009Other Business Activities
Jeffrey serves on the board of directors for Lamb and GJC Legacy and Associates. His role at GJC Legacy and Associates takes approximately 60 hours per month and is investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.