Jordan Lambert has been an investment adviser representative at Ryan Poage & Co. since May 2016, and is not listed among the firm’s executive officers or direct owners. Jordan Lambert holds a BS in Business from Pittsburg State.
Ryan Poage & Co., LLC is a Kansas City, MO firm with $114M under management, 192 clients and 3 advisers in one office, as of its June 2026 filing.
Jordan Lambert is Financial Planner of Ryan Poage & Co. He has been with the team for four years, after three years working as an advisor in the headquarters of a large regional wealth management firm.
Jordan Lambert’s longest registration is the current one, 10 years at Ryan Poage & Co. since 2016. Before joining Ryan Poage & Co. in 2016, Jordan Lambert was registered through Lawing Financial Inc.
- Ryan Poage & Co.Current– present · 10 yearsKansas City, MO · Adviser representative · Firm CRD 157432
- Lawing Financial Inc– · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 117178
Investment adviser representative registrations
Jordan Lambert is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2016; the most recent is Texas, in April 2018.
- KansasSince 2 May 2016
- MissouriSince 6 May 2016
- TexasResidentSince 11 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 August 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 May 2013 |
| Series 7 | General Securities Representative Examination | 18 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan Wesley Lambert
- CRD
- 6152240
- Firm
- Ryan Poage & Co. · CRD 157432
- Office
- 4435 MAIN ST., SUITE 750, Kansas City, MO 64111
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ryanpoage.com
Where does Jordan Lambert work?
Jordan Lambert is an investment adviser representative registered through Ryan Poage & Co., LLC since May 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Lambert a financial advisor?
Yes. Jordan Lambert has a current investment-adviser registration in Kansas, Missouri and Texas, through Ryan Poage & Co. since May 2016.
How many years of experience does Jordan Lambert have?
Jordan Lambert has 13 years in the financial industry, since March 2013, across 2 adviser firms.
What exams has Jordan Lambert passed?
Jordan Lambert has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2013. FINRA credited Jordan Lambert with the SIE, which began in October 2018.
Where did Jordan Lambert work before Ryan Poage & Co.?
Before Ryan Poage & Co., Jordan Lambert was registered through Lawing Financial Inc, August 2013 to May 2016.
Where is Jordan Lambert based?
Jordan Lambert’s registered office is in Kansas City, MO.
Is Jordan Lambert registered with FINRA?
No. Jordan Lambert has no current broker registration.
How can I verify Jordan Lambert’s record?
Search CRD 6152240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Lambert’s full registration record.
