James Patrick Lynch
Investment adviser representative at Quincy Wells Advisors, LLC
12 yearsExperience
1 stateRegistered in
$87.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Quincy Wells CapitalMay 2026 to now
- Quincy Wells Advisors, LLCJan 2022 to now
- Jpl Consulting Group, LLCJan 2019 to now
- Great Point Capital, LLCJan 2020 to Jan 2026
- Noyes Advisors LLCAug 2015 to Jan 2019
- David A. Noyes & CompanyJan 2014 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Quincy Wells Advisors, LLC
$87.3MAssets managed
247Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2387056
- Firm CRD
- 307477