Jacqueline Marie Lam
Investment Adviser Representative at Focus Investment Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacqueline Marie Lam is an investment adviser representative in Solana Beach, CA, currently registered with Focus Investment Advisors, Inc and LPL Financial LLC. They have worked in the securities industry since 2024. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- IVD Research/SafepathApr 2022 – Sep 2023Carlsbad, CA
- Ding Tea/ArteazenApr 2021 – Jul 2022San Diego, CA
- ChipotleJul 2019 – Dec 2020Encinitas, CA
- San Marcos High SchoolAug 2014 – Jun 2018San Marcos, CA
- University of California, San DiegoJun 2018 – Jun 2022San Diego, CA
- LPL Financial LLCOct 2023 – no end date reportedSolana Beach, CA
- UnemployedSep 2023 – Oct 2023San Marcos, CA
- Focus Investment Advisors, IncNov 2024 – no end date reportedSolana Beach, CA
- Focus Investment Advisors, IncDec 2024 – no end date reportedSolana Beach, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Investment Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $100,000
- $0 - $250,0001.50%
- $250,001 - $500,0001.45%
- $500,001 - $1,000,0001.35%
- $1,000,001 - $2,000,0001.25%
+2 more tiers
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Solana Beach, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacqueline Marie Lam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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