Jacklyn E. Lynch
Investment adviser representative at Planmember Securities Corporation
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm 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 feeCommissions
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
18 years in the industry.
- Chapman FinancialApr 2026 to now
- Planmember Securities CorporationApr 2026 to now
- Guideship LLC dba Jackie Lynch WealthMar 2026 to now
- Jackyln Lynch (self-employed)Dec 2008 to now
- LPL Financial LLCJan 2024 to Apr 2026
- Ameriprise Financial Services IncSep 2010 to Jan 2024
- Various Insurance Carriers for W & R Insurance AgenciesMar 2008 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 5479369
- Firm CRD
- 11869