Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Jayce Lambert
Financial advisor at UBS Financial Services
Jayce Lambert is a fiduciary financial advisor in New York, New York, with 2 years in the industry. Jayce joined UBS Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office299 Park Ave 26th Floor, New York, NY 10171
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowUBS Financial Services Inc.Current firm
Questions to ask Jayce
Tailored to Jayce’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Jayce
How do I contact Jayce?
Call UBS Financial Services at 201-352-3000 and ask for Jayce Lambert. Jayce works from the New York, NY office.
How long has Jayce been a financial advisor?
Jayce has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jayce hold?
Series 66. Tap any license on this page to see what it allows.
Is Jayce a fiduciary?
Jayce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jayce paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jayce 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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