Jerry Lynch is a CFP, ChFC-designated registered investment advisor at Onedigital, based in Boonton, NJ, with 27 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
305 West Main St, Suite 1151, Boonton, NJ, 07005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerry is the owner of JFL Hometown LLC, a property where his office is located, spending a few hours per week on maintenance and taxes. He also owns The Eagle Has Landed, a shell S corp, dedicating minimal time to it.
Employment History
Current Registrations
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Aurora Private Wealth, INC.
Jfl Total Wealth Management, LLC
Jfl Innovative Investment, LLC
Jfl Innovative Investment, LLC
Jfl Innovative Investment, LLC
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.
Apw Capital, INC.Broker
L.M. Kohn & CompanyBroker
State Registrations1 state
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.