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RIA / WealthAdvisorCertified Financial Planner34 years in industry

JAMES JEFFREY LAMBERT

Advisor at CAPITAL TRUST ADVISORS

Gardnerville, NV

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL TRUST ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 7, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 7, 1992
First registration: Feb 28, 2002
Dual registered: no
Other names: JEFF LAMBERT
IAPD individual key: 726677

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL TRUST ADVISORS	Independent wealth	Jan 21, 2026	n/a	yes	Gardnerville, NV	Current employment
LAMBERT, J JEFFREY	n/a	May 10, 2011	Jan 16, 2026	no	FOLSOM, CA	Previous registration
PARKSHORE WEALTH MANAGEMENT	Independent wealth	Jul 2, 2009	Jul 1, 2011	no	FOLSOM, CA	Previous registration
LIGHTHOUSE FINANCIAL PLANNING	Former SEC adviser	Feb 28, 2002	Jul 7, 2009	no	FOLSOM, CA\|SACRAMENTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LAMBERT, J JEFFREY	CAPITAL TRUST ADVISORS	Jan 16, 2026	Jan 21, 2026	5	Firm change	Other
PARKSHORE WEALTH MANAGEMENT	LAMBERT, J JEFFREY	Jul 1, 2011	May 10, 2011	-52	Firm change after gap	Other
LIGHTHOUSE FINANCIAL PLANNING	PARKSHORE WEALTH MANAGEMENT	Jul 7, 2009	Jul 2, 2009	-5	Firm change	Other

Relationships

Registered with (4)

→ CAPITAL TRUST ADVISORSRegistered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ LAMBERT, J JEFFREYRegistered adviserregistration: previous registration
May 10, 2011 to Jan 16, 2026factForm ADV
→ PARKSHORE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 2, 2009 to Jul 1, 2011factForm ADV
→ LIGHTHOUSE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Feb 28, 2002 to Jul 7, 2009factForm ADV

Dated events

Occurred
Jan 16, 2026
Advisor changed firm
James Jeffrey Lambert left Lambert, J Jeffrey for Capital Trust Advisors (registered 2026-01-21)
Form ADVobserved 6 days ago