John Charles Lambert
Investment adviser representative at Simplyria Advisor Network
44 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$214.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
44 years in the industry.
- Simplyria Advisor NetworkJul 2017 to now
- John Lambert InsuranceJul 2017 to now
- Mt. Holly Ski SchoolDec 1982 to now
- The Huntington Investment CompanyFeb 2017 to Jul 2017
- LPL Financial LLCMar 2008 to Feb 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Simplyria Advisor Network
Legal name: Caitlin John, LLC
$214.9MAssets managed
602Clients
21Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2399193
- Firm CRD
- 154494