Samuel J Lambert
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesFeb 2026 to now
- City & County Credit UnionJun 2024 to Jan 2026
- Htlf BankJul 2022 to Jun 2024
- Surly Brewing CompanyMay 2022 to Nov 2023
- UnemployedDec 2021 to Apr 2022
- The People's CannvassOct 2021 to Dec 2021
- UnemployedSep 2020 to Oct 2021
- ChipotleDec 2017 to Sep 2020
- Roman Candle PizzeriaJan 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8207320
- Firm CRD
- 250