Jamie Lynch is a CFP-designated registered investment advisor, based in West Des Moines, IA, with 19 years of industry experience.
Location
5745 Raccoon River Drive, Suite 160, West Des Moines, IA, 50266
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Regulatory History
Clean regulatory record
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 Activities
Jamie officiates youth sports and owns rental properties. These activities each require a few hours per week and are not investment-related.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
December 2021 - Present · 4 yrs 5 mos
Captrust
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Principal Securities, INC.
October 2014 - December 2017 · 3 yrs 2 mos
Principal Global Investors
April 2011 - October 2014 · 3 yrs 6 mos
Princor Financial Services Corporation
January 2005 - April 2011 · 6 yrs 3 mos
Principal Securities, INC.Broker
September 2002 - December 2017 · 15 yrs 3 mos
State Registrations1 state
IA
Advisor
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.
Exams
No exam information available for this advisor.