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Jason John Lynch

Planvision, LLC

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About Jason John Lynch

Jason Lynch is an Investment Advisor Representative with Planvision, LLC. Jason Lynch has 1 state exam - the Uniform Investment Adviser Law Examination. Jason Lynch holds a Series 65 license. Jason Lynch is currently registered in Michigan. Jason Lynch is also licensed as a controller with Melnor Graphics, LLC and is a remote tax expert for Intuit.

Firm Information

Jason Lynch is currently registered with Planvision, LLC. Planvision, LLC is a registered investment advisor with 3 investment adviser representatives. They offer financial planning and other services, including podcasts, and primarily serve high-net-worth individuals. The firm's website is http://www.planvisionclients.com. They are registered with the SEC under number 801-112729.

Not reported

Assets Under Management

5,003

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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podcasts

Podcasts

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jason Lynch’s Registration & Firm History

MI

12/01/2024 - Present

Planvision, LLC (Newport MI)

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Licenses & Designations

IA

Issued 05/28/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason John Lynch.
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