Jennifer Lynch, financial advisor Westwood MA

Jennifer Lynch

CRD Number: 5226730
Current Firm: Commonwealth Financial Network

Jennifer Lynch (CRD# 5226730) is an Investment Advisor Representative working at Commonwealth Financial Network in Westwood, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Grandview Partners Westwood, MA May 2019 - Current 1
Commonwealth Financial Network Waltham, MA May 2019 - Current 1
Commonwealth Financial Network Waltham, MA Jan 2015 - May 2019 4
Unemployed Boston, MA Apr 2014 - Jan 2015 < 1
Brighton House Associates Southboro, MA Jan 2014 - Apr 2014 < 1
Ned Davis Research, Inc. Boston, MA Apr 2012 - Dec 2013 1
Riversource Investments Minneapolis, MN May 2010 - Apr 2012 1
Riversource Fund Distributors, Inc. Boston, MA May 2010 - Apr 2012 1
Columbia Management Investment Distributors, Inc. Boston, MA May 2010 - Apr 2012 1
Columbia Management Investment Advisers, LLC Boston, MA May 2010 - Apr 2012 1
Columbia Management Group Boston, MA Oct 2006 - Apr 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Jennifer M. Lynch
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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