Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Clay Lynch is an investment advisor representative with On Investment Management Co., a firm that manages approximately $2,195,447,741 in assets. Jeffrey has been in the financial industry since 1986 and holds a Series 7, Series 24, Series 63, and SIE licenses. Jeffrey is also a Chartered Financial Consultant. He is registered to provide investment advice in Alabama, Colorado, Florida, Georgia, Kentucky, New York, Ohio, Tennessee, and Washington. Jeffrey also provides consulting and product sales services for Summit Financial Group LLC. Jeffrey is an active member of the community and is involved with several local charities. He is committed to providing his clients with the highest level of service and personalized financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
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2
TN
11/17/2005 - Present
ON Investment Management Co. (NASHVILLE TN)
OH
05/22/1986 - 01/13/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 05/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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