James
Lynch

Great Point Advisors, LLC

CRD#2387056
Investment Advisor
in Chicago, IL

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About this Advisor

James Lynch is a financial advisor based in Chicago, Illinois, working with Great Point Advisors, LLC. James has previously held positions at David A. Noyes & Company, Noyes Advisors LLC, Jpl Consulting Group, LLC, and Great Point Capital, LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, James is part of Great Point Advisors, LLC, which operates out of Chicago, Illinois. The firm has 22 employees and manages assets totaling $14.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Great Point Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 W. Jackson Blvd. #1000
Chicago, IL 60606

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Great Point Advisors, LLC Brokerage Details

Total Assets Under Management

$14,580,323

IL Average: $6,674,516,078
Total Number of Employees

22

IL Average: 44
Total Number of Accounts

88

IL Average: 2,564
Average Account Size

$165,685

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Lynch Work History

2020 - Present (4 years)

Great Point Capital, LLC

2019 - Present (5 years)

Jpl Consulting Group, LLC

2015 - 2019 (4 years)

Noyes Advisors LLC

2014 - 2019 (5 years)

David A. Noyes & Company

Disclosures

Please visit the SEC profile of James Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Point Advisors, LLC

Matthew Hadley
Chicago, IL
Christopher Burns
Chicago, IL
Jeffrey Garcia
Chicago, IL
James Lynch
Chicago, IL
Daniel Williams
Wellfleet, MA
Jody Gunderson
Chicago, IL
Paul Hogenson
Paradise Valley, AZ
John Ferrick
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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