Alexander Lynch, financial advisor Federal Way WA

Alexander Lynch

CRD Number: 5573426
Current Firm: Jarvis Financial

Alexander Lynch (CRD# 5573426) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Jarvis Financial Federal Way, WA Nov 2020 - Current 1
U.s. Bancorp Investments, Inc. Tacoma, WA Apr 2015 - Nov 2020 5
U.s. Bank Seattle, WA Jun 2015 - Jul 2019 4
Martin Nelson & Company, Inc. Seattle, WA Oct 2013 - Apr 2015 1
Wyngate Medical Seattle, WA Jun 2010 - Oct 2013 3
Building Envelope Service Bellevue, WA Jun 2007 - Oct 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Alexander M. Lynch
Phone Number: 253-838-9703
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    593
    ACCOUNTS
  • Average Account Value
    $330,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

TX, WA

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