Jillian (Barbati) Lam

  • Vice President
    Jillian (Barbati) Lam

    Jillian is a Vice President at AJ Wealth. Prior to joining the firm, Jillian was a Senior Associate of Investment Management and Client Advisory at BBR Partners, LLC. Jillian managed client relationships, overseeing investment portfolios as well as overall wealth management needs. Jillian started her career at JPMorgan Chase & Co. as an Analyst in the Financial Services group. Jillian graduated from Miami University in 2009 with a Bachelor of Administration in Finance from the Richard T. Farmer School of Business. She currently holds the FINRA Series 65 securities registration.

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Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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