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Sean Thomas Lynch

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. J.P. Morgan Securities LLCJul 2025 to now
  2. JPMorgan Chase Bank, NAFeb 2023 to now
  3. JPMorgan Securities LLCFeb 2023 to now
  4. The Vanguard Group, Inc.Jul 2022 to Jan 2023
  5. UnemployedJun 2022 to Jun 2022
  6. James Madison University Student LifeJan 2022 to May 2022
  7. Burns Buick Gmc IncJun 2021 to Aug 2021
  8. Self-employedJan 2021 to Jan 2021
  9. James Madison UniversityAug 2018 to May 2022
  10. UnemployedJul 2018 to Jul 2018
  11. Ymca of the PinesJan 2018 to May 2018
  12. Shawnee High SchoolNov 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
7589652
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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