John Patrick Lynch
Investment adviser representative at Worth Advisors
13 yearsExperience
1 stateRegistered in
$280.7MFirm assets
5 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
- Pension consulting
Experience
13 years in the industry.
- Worth AdvisorsAug 2024 to now
- Patrick Lynch FinancialJan 2013 to now
- Lynch Financial Group LLCMar 2023 to Sep 2023
- Wealth Watch Advisors, LLCAug 2017 to Jul 2024
- Royal Funds Management, LLC dba Patrick Lynch FinancialSep 2016 to Nov 2018
- Lynch PropertiesJan 2013 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
Worth Advisors
Legal name: Worth Financial Advisory Group, LLC
$280.7MAssets managed
451Clients
7Advisers
5 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
- 2444435
- Firm CRD
- 156564