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portrait of Jon Lamb
FINANCIAL ADVISOR

Jon Lamb

12935 S West Bay Shore Dr, Suite 355, Traverse City, MI 49686opens in a new window
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About Jon

My name is Jon Lamb and I grew up in Dexter, Michigan. I grew up in a very family-oriented environment and was fortunate enough to have great relationships with not only my parents, brothers and sister but also with my grandparents and great grandparents. My great grandparents both had places in Traverse City and Lake Leelanau, where we visited often growing up.

Though I was brought up a University of Michigan fan, thanks to my grandpa who was an ophthalmologist at the University of Michigan and had season tickets to football and basketball, I ended up attending Michigan State University to...

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2020 to Current
  • Traverse City Country ClubMay 2012 to November 2020

Education

  • Michigan State UnivBachelor of Science

Team Members

  • Neva Bruce
    Sr. Branch Office Administrator
  • Abby Mellinger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(231) 947-1123

Fax

(888) 816-2804

Office Address

12935 S West Bay Shore Dr
Suite 355
Traverse City, MI 49686opens in a new window

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