J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
22yrs
Brian Lam
Financial advisor at Blue Lawn Asset Management
Based in San Francisco, California, Brian Lam is a fiduciary financial advisor with 22 years of industry experience. Brian joined Blue Lawn Asset Management in 2021, a firm offering private fund management. Brian holds the CFA designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors in San Francisco
OfficeSan Francisco, CA
How the firm is paid ?Percent of assets, Performance fee
Advisors at the firm2
States licensed ?1 state
Services through Blue Lawn Asset Management
Managing private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowBlue Lawn Asset Management LLCCurrent firm
- 2005 – 2020Blue Lawn Asset Management LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Blue Lawn Asset Management at (415) 728-0714 and ask for Brian Lam. Brian works from the San Francisco, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2005, about 22 years. More experience than 66% of advisors in San Francisco.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Blue Lawn Asset Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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