Associate Financial Advisor
Current
Jan 2020 - Present
AeroLeads people directory · profile
Michael Lam, Cfp® Email & Phone Number
Associate Financial Advisor
at
JCL Financial Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Advisor
Location
Langhorne, Pennsylvania, United States
Company size
Who is Michael Lam, Cfp®? Overview
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Quick answer
Michael Lam, Cfp® is listed as Associate Financial Advisor at JCL Financial Group, a company with 4 employees, based in Langhorne, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Michael Lam, Cfp®.
Michael Lam, Cfp® previously worked as Paraplanner at Jcl Financial Group, Llc and Sales Associate at Golf Galaxy. Michael Lam, Cfp® holds Business Administration from Penn State Abington.
Company email context
Email format at JCL Financial Group
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JCL Financial Group
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Profile bio
About Michael Lam, Cfp®
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. JCL Financial Group, LLC., 54 Friends Lane, Suite 112, Newtown, PA. 877-772-3744. This communication is strictly intended for individuals residing in the states of CO, CT, DE, FL, IL, IN, MA, MD, ME, MN, MO, NC, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Current workplace
Michael Lam, Cfp®'s current company
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Jcl Financial Group
4 roles
Michael Lam, Cfp® work experience
A career timeline built from the work history available for this profile.
Paraplanner
May 2017 - Dec 2019
Sales Associate
Sep 2013 - Jun 2017
Financial Planning Intern
Nov 2016 - May 2017
1 education record
Michael Lam, Cfp® education
FAQ
Frequently asked questions about Michael Lam, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Lam, Cfp® work for?
Michael Lam, Cfp® works for JCL Financial Group.
What is Michael Lam, Cfp®'s role at JCL Financial Group?
Michael Lam, Cfp® is listed as Associate Financial Advisor at JCL Financial Group.
Where is Michael Lam, Cfp® based?
Michael Lam, Cfp® is based in Langhorne, Pennsylvania, United States while working with JCL Financial Group.
What companies has Michael Lam, Cfp® worked for?
Michael Lam, Cfp® has worked for Jcl Financial Group, Jcl Financial Group, Llc, Golf Galaxy, and Yardley Wealth Management, Llc.
Who are Michael Lam, Cfp®'s colleagues at JCL Financial Group?
Michael Lam, Cfp®'s colleagues at JCL Financial Group include Hamidur Rahman Hany and James Lynch, Aif ®, Ricp ®.
How can I contact Michael Lam, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Lam, Cfp® at JCL Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Michael Lam, Cfp® attend?
Michael Lam, Cfp® holds Business Administration from Penn State Abington.
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