Jacob Richard Lambert
Investment adviser representative at Tortoise Investment Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assets
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.
- Tortoise Investment Management, LLCJul 2019 to now
- Tortoise Investment Management, LLCJun 2018 to Aug 2018
- University of Connecticut School of BusinessMay 2018 to May 2019
- Grille 86Jan 2018 to May 2018
- UnemployedAug 2017 to Jan 2018
- Sikorsky Aircraft CorporationJun 2017 to Aug 2017
- UnemployedSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Tortoise Investment Management, LLC
$2.1BAssets managed
504Clients
15Advisers
20 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
- 7389858
- Firm CRD
- 128723