Jason C Lamb
Investment adviser representative at Shore Point Advisors, LLC
18 yearsExperience
2 statesRegistered in
$327.7MFirm assets
5 yearsFirm in business
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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
Experience
18 years in the industry.
- Shore Point Advisors, LLCMay 2018 to now
- Jcl Financial, LLCSep 2012 to now
- Park Avenue SecuritiesFeb 2010 to Jun 2018
- Guardian Life InsuranceMay 2008 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Shore Point Advisors, LLC
$327.7MAssets managed
668Clients
10Advisers
5 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
- 5746696
- Firm CRD
- 296848