JL
JL
John Lamont
43 Years of Experience
E Westport, CT
2 DisclosuresBroker
John Lamont is a registered investment advisor at Spirit of America Management CORP, based in E Westport, CT, with 43 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $540M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
21 clients
Average Client Portfolio
$25.7M average
Assets Under Management
$540.0M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.67% |
| $100K - $500K | 1.62% |
| $500K - $1.0M | 1.52% |
| $1.0M - $2.5M | 1.40% |
| $2.5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1221 Post Road East, E Westport, CT, 06880
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2026Pending
Customer Dispute
November 2025Denied
Other Business Activities
John is an Investment Advisory Representative and an agent at Spirit of America Management Corporation, an affiliated company.
Employment History
Current Registrations
Spirit of America Management CORP
March 2018 - Present · 8 yrs 7 mos
David Lerner Associates, INC.Broker
August 1989 - Present · 37 yrs 2 mos
Previous Registrations
Buell Securities CORP.Broker
October 1987 - March 1988 · 5 mos
Moseley Securities CorporationBroker
March 1986 - November 1987 · 1 yr 8 mos
Shearson Lehman Brothers INC.Broker
September 1984 - May 1986 · 1 yr 8 mos
Prudential-Bache Securities INC.Broker
September 1982 - October 1984 · 2 yrs 1 mo
L. F. Rothschild, Unterberg, TowbinBroker
February 1982 - September 1982 · 7 mos
Bear, Stearns & CO.Broker
November 1981 - January 1982 · 2 mos
State Registrations19 states
AZCACTFLGAHIILMAMDMENCNHNJNYPARISCVAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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- Maxim TulupnikoffSpirit of America Management CORP
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