Jack Stanley Lamb
Investment adviser representative at Skybound Wealth USA
13 yearsExperience
3 statesRegistered in
$166.5MFirm assets
5 yearsFirm in business
Are you Jack Stanley Lamb? Claim your profile
Contact this firm
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
13 years in the industry.
- Skybound Wealth USAJun 2024 to now
- Skybound Wealth ManagementMay 2024 to now
- Skybound Wealth Management USA, LLCApr 2024 to now
- Thames Hudson WealthApr 2024 to now
- Embark GroupMay 2024 to Oct 2024
- UnemployedMar 2024 to Apr 2024
- Brite Advisors USA, Inc.Jan 2019 to Feb 2024
- Devere USA Inc.Jan 2018 to Jan 2019
- UnemployedMay 2017 to Dec 2017
- Sheffield HallamSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Skybound Wealth USA
Legal name: Skybound Wealth Management USA, LLC
$166.5MAssets managed
339Clients
12Advisers
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
- 6900962
- Firm CRD
- 313358