Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
John Lynch, financial advisor Boulder CO
96 score

John Lynch

CRD Number: 2011373
Current Firm: Chautauqua Capital Management LLC

John Lynch (CRD# 2011373) is an Investment Advisor Representative working at Chautauqua Capital Management LLC in Boulder, CO and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Chautauqua Capital Management LLC Boulder, CO Dec 2009 - Current 6
Franklin Templeton Financial Services Corp. San Mateo, CA Mar 2007 - Dec 2009 2
Templeton/franklin Investment Service, Inc. San Mateo, CA Jun 2006 - Dec 2009 3
Franklin Templeton Distributors, Inc. San Mateo, CA Jul 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Apr 2010
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for John F. Lynch
Phone Number: 303-541-1545
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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