Jason Lynch (CRD# 7226427) is an Investment Advisor Representative working at Planvision, LLC in Newport, MI and has over 3 years of experience in the finance industry.
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
CRD# 2146399
Venture Visionary Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planvision. LLC | Plymouth, MI | Jan 2020 - Current | 4 |
| Intuit | Newport, MI | Jan 2020 - Current | 4 |
| Melnor Graphics, LLC | Toledo, OH | Mar 2016 - Current | 8 |
| Colonial Fireworks | Toledo, OH | Jun 2002 - Dec 2017 | 15 |
| North Toledo Graphics, LLC | Toledo, OH | Nov 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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