James Lamont

Jim Lamont, ChFC®, CLU®, is the owner of Lamont Financial Services, a San Francisco Bay Area wealth management firm focusing on risk management, tax-advantaged strategies, and full-service retirement planning. Lamont Financial Services also specializes in alternative investments and 1031 Exchange. With over 30 years of experience, Jim is a respected public speaker and educator recognized for the depth and subtlety of his knowledge and his ability to communicate complex ideas to the “man on the street”. He has been featured on local financial talk radio and has served on national forums addressing current and future industry trends.


James Lamont is a Registered Representative offering securities and advisory services through Whitehall-Parker Securities Inc., a registered Broker-Dealer and Investment Advisor.  Member FINRA/SIPC.  Office of Supervisory Jurisdiction located at 477 Pacific Ave. 2nd floor, San Francisco Ca 94133.

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