Jerry LynchCRD Number: 3079013
Current Firm: Comprehensive Capital Management, Inc.
Jerry Lynch (CRD# 3079013) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Fairfield, NJ and has over 24 years of experience in the finance industry. Jerry Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Jfltotal Wealth Management||Boonton, NJ||Sep 2014 - Current||7|
|Comprehensive Asset Management And Servicing, Inc.||Fairfield, NJ||Jan 1999 - Current||23|
|Jfl Total Wealth Management, LLC||Fairfield, NJ||Apr 2012 - Sep 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management64MILLIONS
Total Number of Accounts628ACCOUNTS
Average Account Value$102,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, FL, IL, KS, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA
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