Jerry Francis Lynch
Investment adviser representative at Onedigital
25 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$155.4BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- OnedigitalNov 2022 to now
- Onedigital Investment Advisors, LLCNov 2022 to now
- Triad AdvisorsJan 2023 to Jan 2024
- Aurora Private Wealth, Inc.Apr 2017 to Dec 2022
- Jfl Total Wealth ManagementApr 2012 to Dec 2022
- Comprehensive Asset Management and Servicing, Inc.Jan 1999 to Dec 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 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
- 3079013
- Firm CRD
- 106766