Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lynch, a Certified Financial Planner and Chartered Financial Consultant, has been a registered investment advisor for over 25 years. Jerry holds the Series 6, Series 63, Series 26, and SIE licenses, and is currently active with the state of New Jersey and the Onedigital Investment Advisors, LLC. Jerry's previous work experience includes employment with TRIAD ADVISORS LLC, APW CAPITAL, INC., and L.M. KOHN & COMPANY. Jerry provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses and pooled investment vehicles.
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.
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
KS
11/07/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NJ
01/03/2023 - 12/31/2023
TRIAD ADVISORS LLC (Boonton NJ)
NJ
01/01/1999 - 12/31/2022
APW CAPITAL, INC. (Boonton NJ)
OH
07/09/1998 - 12/31/1998
L.M. KOHN & COMPANY (CINCINNATI OH)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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