Jordan Lambert is a registered investment advisor at Ryan Poage & CO., based in Kansas City, MO, with 13 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 205 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annualized management fee is determined on a case-by-case basis and the fees are negotiable.
Fee Estimator
Location
800 W. 47th Street, Suite 700, Kansas City, MO, 64112
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan sells fixed insurance through Ryan Poage & Co., dedicating minimal time to this activity. He also works in marketing and sales for his family's HVAC business, Midwest Heating, Cooling & Plumbing, Inc., which takes nearly full-time hours.
Employment History
Current Registrations
Ryan Poage & CO.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lawing Financial INC
Cambridge Investment Research, INC.Broker
State Registrations3 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.