Unclaimed
Johnathan Lynch is a financial professional with over 2 years of experience in the financial services industry. Johnathan has held previous roles at J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC. Johnathan is currently registered with Robinhood Financial, LLC. Johnathan holds the Series 63, Series 7TO and SIE licenses. Johnathan is registered in 53 states and the District of Columbia.
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.
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.
1
2
TX
07/30/2024 - Present
Robinhood Financial, LLC (Westlake TX)
TX
02/14/2022 - 02/14/2024
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
05/12/2020 - 11/17/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 07/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Johnathan Lynch is the right advisor for you? Invested Better is here to help.