Kristin Renea Lynch
Investment adviser representative at Jennings & Associates Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$240.1MFirm assets
3 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.
- Jennings & Associates Financial Advisors, LLCDec 2023 to now
- LPL Financial, LLCJul 2013 to now
- Keystone Financial Group, LLCAug 2016 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (KY).
Jennings & Associates Financial Advisors, LLC
$240.1MAssets managed
691Clients
5Advisers
3 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
- 5717131
- Firm CRD
- 312706