# JAMES JEFFREY LAMBERT

JAMES JEFFREY LAMBERT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with GOLDBERG ADVISERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GOLDBERG ADVISERS, LLC](https://search.stillhousedata.com/firm/134174) | 2026-01-21 | present | Yes |
| [LAMBERT, J JEFFREY](https://search.stillhousedata.com/firm/157009) | 2011-05-10 | 2026-01-16 | — |
| [PARKSHORE WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/148052) | 2009-07-02 | 2011-07-01 | — |
| [LIGHTHOUSE FINANCIAL PLANNING](https://search.stillhousedata.com/firm/114093) | 2002-02-28 | 2009-07-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/726677)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/726677.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.