JL
JL

John Maurice Lamont

42 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
43 clients
Average Client Portfolio
$13.6M average
Assets Under Management
$584.8M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1221 Post Road East, E Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is an Investment Advisory Representative and an agent at Spirit of America Management Corporation, an affiliated company.

Employment History
Current Registrations
Spirit of America Management CORP
March 2018 - Present · 7 yrs 11 mos
David Lerner Associates, INC.Broker
August 1989 - Present · 36 yrs 6 mos
Previous Registrations
Buell Securities CORP.Broker
October 1987 - March 1988 · 5 mos
Moseley Securities CorporationBroker
March 1986 - November 1987 · 1 yr 8 mos
Shearson Lehman Brothers INC.Broker
September 1984 - May 1986 · 1 yr 8 mos
Prudential-Bache Securities INC.Broker
September 1982 - October 1984 · 2 yrs 1 mo
L. F. Rothschild, Unterberg, TowbinBroker
February 1982 - September 1982 · 7 mos
Bear, Stearns & CO.Broker
November 1981 - January 1982 · 2 mos
State Registrations18 states
AZCACTFLGAHIILMAMDMENCNHNJNYPARISCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Maurice Lamont - Financial Advisor | TrueAdvisor