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Jasmine Alberta Lambert

Investment adviser representative at Flagstar Securities, Inc.
13 yearsExperience
1 stateRegistered in
$784.3MFirm assets
19 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 assets

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.

  1. Flagstar Securities, IncAug 2026 to now
  2. Flagstar Securities, Inc./flagstar Bank, N.A.Jun 2026 to now
  3. RpagSep 2024 to Jun 2026
  4. Rumble BoxingJun 2024 to Aug 2025
  5. Los Angeles AngelsJan 2024 to Jun 2024
  6. Core Planning, LLCMay 2023 to Jul 2026
  7. Fellows Financial GroupOct 2018 to Apr 2023
  8. Wealthcare Advisory Partners LLCSep 2018 to Apr 2023
  9. Victory Martial ArtsMar 2018 to Oct 2018
  10. Rita'sJul 2017 to Dec 2017
  11. Gold's GymApr 2017 to Mar 2018
  12. AdidasMar 2017 to Aug 2017
  13. Johnson & Wales UniversitySep 2014 to Apr 2017
  14. Milton Hershey SchoolNov 2013 to Jan 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Flagstar Securities, Inc.

$784.3MAssets managed
1,123Clients
30Advisers
19 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
7027808
Firm CRD
104233
Advisor's SEC record (opens in a new tab)
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