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Lynne Demko Jones

Lincoln Investment

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About Lynne Demko Jones

Lynne Jones is a registered representative with Lincoln Investment and Capital Analysts. Lynne has been in the industry since 1994. Lynne is registered in 13 states and has experience providing financial planning and portfolio management services.

Firm Information

Lynne Jones is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Lynne Jones’s Registration & Firm History

OH

05/01/2024 - Present

Lincoln Investment (Independence OH)

OH

01/08/2002 - 05/20/2024

VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)

AZ

02/12/1999 - 12/31/2001

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NJ

01/14/1999 - 09/13/1999

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CA

10/25/1991 - 06/05/1996

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 09/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynne Demko Jones.
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