James Lynch is a registered investment advisor, based in Chicago, IL, with 31 years of industry experience.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History (1)
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Regulatory
June 1992Final
Other Business Activities
James is the principal for JPL Consulting Group LLC, a placement consultant for financial advisors, since 2020. He spends minimal time on this activity, finding suitable financial institutions for advisors.
Employment History
Current Registrations
Quincy Wells Capital, LLCBroker
December 2025 - Present · 4 mos
Quincy Wells Advisors, LLC
January 2022 - Present · 4 yrs 3 mos
Great Point Capital LLCBroker
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Great Point Advisors, LLC
January 2022 - January 2022 · 0 mos
Great Point Advisors, LLC
April 2020 - December 2021 · 1 yr 8 mos
Sanctuary Advisors, LLC
August 2015 - January 2019 · 3 yrs 5 mos
David A. Noyes & Company
January 2014 - August 2015 · 1 yr 7 mos
David A. Noyes & CompanyBroker
January 2014 - January 2019 · 5 yrs
David A. Noyes & Company
January 2014 - January 2014 · 0 mos
Dinosaur Securities, L.L.C.Broker
December 2013 - January 2014 · 1 mo
Concert Wealth Management
July 2011 - January 2014 · 2 yrs 6 mos
Newbridge Financial Services Group, INC.
July 2010 - July 2011 · 1 yr
Newbridge Securities CorporationBroker
July 2010 - July 2011 · 1 yr
Chicago Investment Group Advisors, LLC
August 2009 - July 2010 · 11 mos
Chicago Investment Group, LLCBroker
August 2009 - July 2010 · 11 mos
Advanced Equities, INC.
July 2008 - August 2009 · 1 yr 1 mo
Advanced Equities, INC.Broker
March 2007 - August 2009 · 2 yrs 5 mos
Usf Securities, L.P.Broker
November 2005 - March 2007 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
September 2002 - October 2005 · 3 yrs 1 mo
Banc of America Investment Services, INC.
September 2002 - October 2005 · 3 yrs 1 mo
Morgan Stanley
February 1998 - August 2002 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
September 1993 - August 2002 · 8 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.