Jennifer Lam is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2026-04-21 | present | Yes |
| MARINER, LLC | 2024-06-12 | 2026-03-11 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2019-07-10 | 2024-05-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-07-01 | 2019-06-26 | — |