Jack Lynam
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- Pma Asset Management, LLCSep 2024 to Aug 2025
- Pma Financial Network, LLCSep 2024 to Aug 2025
- Pma Securities, LLCSep 2024 to Aug 2025
- Pruco Securities, LLC.Jun 2024 to Aug 2024
- James Madison UniversityAug 2023 to May 2024
- Shipley EnergyMay 2023 to Aug 2023
- James Madison UniversityAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- James Madison UniversityAug 2021 to May 2022
- Buffalo Wild WingsMay 2021 to Aug 2021
- James Madison UniversityAug 2020 to May 2021
- Bridgewater Public HouseMay 2019 to Aug 2019
- Dallastown Area High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7960282
- Firm CRD
- 19616