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Joshua B Lynch

Swbc Investment Co.

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About Joshua B Lynch

Joshua B. Lynch is a financial advisor who has been in the industry since 2009. Joshua is currently registered with Swbc Investment Co. Joshua has also been previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Joshua has a Series 66, Series 7 and SIE license. Joshua has experience with various investment products and services, including financial planning, portfolio management, and pension consulting. Joshua is also a Chartered Financial Analyst (CFA).

Firm Information

Joshua Lynch is currently registered with Swbc Investment Co.. Swbc Investment Co. is an investment advisor based in SAN ANTONIO, TX. The firm manages approximately $345,837,406 in regulatory assets under management for 250 clients. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Their client base includes individuals, corporations, ERISA advisory plans, and pooled investment vehicles.
Swbc Investment Co.

9311 SAN PEDRO AVENUE

SAN ANTONIO, TX 78216-4459

$345.84M

Assets Under Management

Not reported

Total Clients

13

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Lynch’s Registration & Firm History

TX

06/15/2011 - Present

Swbc Investment Co. (SAN ANTONIO TX)

TX

11/27/2009 - 06/01/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)

MO

08/10/2009 - 10/22/2009

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua B Lynch.
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