Jason John Lynch
Investment adviser representative at Planvision, LLC
24 yearsExperience
1 stateRegistered in
$0Firm assets
8 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
24 years in the industry.
- Planvision. LLCJan 2020 to now
- IntuitJan 2020 to now
- Melnor Graphics, LLCMar 2016 to now
- Colonial FireworksJun 2002 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Planvision, LLC
$0Assets managed
7,370Clients
8Advisers
8 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
- 7226427
- Firm CRD
- 166311