Joseph Patrick Lynch
Investment adviser representative at Capital Client Group, Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
Are you Joseph Patrick Lynch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
15 years in the industry.
- Capital Client Group, Inc.Aug 2022 to now
- Capital Group / American Funds Distributors, Inc.Aug 2022 to now
- Nuveen Asset Management, LLC / Nuveen Securities, LLCMay 2020 to Jul 2022
- Putnam Investments / Putnam Retail ManagementSep 2011 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 5888650
- Firm CRD
- 6247