Jacklyn Lynch is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Reno, NV, with 18 years of industry experience. Jacklyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
1890 Donald St. Ste. C, Reno, NV, 89502
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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 Activities
Jacklyn operates GPS Wealth Advisors as a DBA for her LPL business, dedicating full-time hours to it. She also has Guideship LLC for tax/investment purposes and is selling a book through Guideship, spending minimal time on it.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations23 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.
Exams
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