Jordan Wesley Lambert
Investment adviser representative at Ryan Poage & Co.
10 yearsExperience
3 statesRegistered in
$114.2MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Midwest Heating, Cooling & Plumbing, Inc.Jun 2024 to now
- Ryan Poage & Co.May 2016 to now
- Purshe Kaplan Sterling InvestmentsMay 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Ryan Poage & Co.
Legal name: Ryan Poage & Co., LLC
$114.2MAssets managed
192Clients
3Advisers
Under 1 yearIn 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
- 6152240
- Firm CRD
- 157432