Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Lynch is a registered Investment Advisor Representative and a Registered Representative with Calton & Associates, Inc. in Tampa, FL. Jack has been in the financial services industry since 2023. Jack has passed the Series 65 (Uniform Investment Adviser Law Examination), the Series 63 (Uniform Securities Agent State Law Examination), the Series 7TO (General Securities Representative Examination), and the SIE (Securities Industry Essentials Examination) exams. Jack is also a licensed insurance agent in Florida. Jack has previously worked at Florida Financial Advisors, Nike, ThirdChannel, Apple, Prescription Landscaping, and St. Louis Park High School. Jack is a member of the National Association of Securities Dealers (NASD). Jack specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jack also provides selection of other advisors and portfolio management for investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/09/2024 - Present
Calton & Associates, Inc. (TAMPA FL)
BC
Issued 06/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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