James Lynch is a registered investment advisor, based in Newtown, PA, with 31 years of industry experience.
Location
54 Friends Lane, Suite 112, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James operates JCL Financial Group, LLC, a DBA for fixed insurance, and is the owner of JCL Financial Group, LLC. He also manages MTL Properties LLC, which owns and rents out an office building, and co-owns the Lynch Family Revocable Living Trust for managing residential real estate.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Iac Advisory Services, INC
Investment Advisors & Consultants, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.