Jason
Lynn
Valmark Advisers, Inc
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About this Advisor
Jason Lynn is a financial advisor based in Tustin, California, working with Valmark Advisers, Inc. Jason has previously held positions at The O'Neill Company, Valmark Securities, Inc, and Valmark Advisers, Inc. Jason has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Jason is part of Valmark Advisers, Inc, which operates out of Tustin, California. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jason Lynn Work History
Valmark Advisers, Inc
Valmark Securities, Inc
The O'Neill Company
Disclosures
Please visit the SEC profile of Jason Lynn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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