Jack Donald Lynch
Investment adviser representative at Calton & Associates, Inc.
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Calton & Associates, Inc.May 2024 to now
- dba. Jack LynchJun 2023 to now
- Florida Financial AdvisorsJul 2023 to Apr 2024
- Prescription LandscapingMay 2020 to Aug 2020
- AppleApr 2018 to Mar 2023
- ThirdchannelDec 2017 to Aug 2019
- NikeMar 2016 to Feb 2018
- St. Louis Park High SchoolSep 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 7780606
- Firm CRD
- 20999