Jared Parks Lynch
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCApr 2024 to now
- UnemployedFeb 2024 to Apr 2024
- The Vanguard Group, Inc.Mar 2022 to Feb 2024
- Revity ConsultingAug 2021 to Jan 2022
- Anthony's Coal Fired PizzaJul 2021 to Aug 2021
- Normandy PropertiesMay 2020 to Jul 2020
- InspiratiaJan 2020 to Mar 2020
- Merion Golf ClubJul 2019 to Aug 2019
- Lifetime FitnessMay 2019 to Jul 2019
- Lifetime FitnessMay 2018 to Aug 2018
- University of PittsburghAug 2017 to May 2021
- Radnor High SchoolSep 2016 to Jun 2017
- Anthony's Coal Fired PizzaAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7414059
- Firm CRD
- 6413