Bio Jason Lambert, Investment Adviser Representative

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Jason Lambert, Investment Adviser Representative

President, CEO, Northwest Financial & Tax Solutions

Phone: 877.567.3064

Jason Lambert is president, CEO and portfolio manager of Vancouver, Wash.-based Northwest Financial & Tax Solutions ( He is a firm believer in the importance of independence in financial planning, which allows an adviser to look out for the client's best interests. Jason is the co-host of "The Retirement Trailhead" radio show, which airs every weekend on Portland-area stations, and he hosts the "Peaks and Valleys" podcast. He holds a degree in finance from Auburn University.

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