Jordan Lambert
Ryan Poage & · Kansas City, Missouri
Jordan Lambert is a fee-only financial advisor at Ryan Poage & in Kansas City, Missouri. Ryan Poage & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Ryan Poage & |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $114.2M across 678 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6152240 |
| Exams passed | Series 63 (2013) · Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ryanpoage.com |
How Jordan's firm compares
- Ryan Poage &'s average account is about $168,000, from its Form ADV (assets managed divided by 678 accounts).
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Questions about Jordan
Is Jordan Lambert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Ryan Poage & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Ryan Poage &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Lambert based?
Jordan Lambert is based in Kansas City, Missouri.
Is Jordan Lambert registered with the SEC?
Yes. Jordan Lambert is registered as an investment adviser representative in KS, MO and TX (CRD 6152240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ryan Poage & manage?
Ryan Poage & reports $114.2M across 678 accounts in assets under management.
How do I contact Jordan Lambert?
Through Jordan's website, www.ryanpoage.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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