Jennifer
Farless

Lynch & Associates

CRD#4180033
Investment Advisor
in Newburgh, IN

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About this Advisor

Jennifer Farless is a financial advisor based in Newburgh, Indiana, working with Lynch & Associates. Jennifer has previously held a position at Lynch & Associates. Jennifer has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Jennifer is part of Lynch & Associates, which operates out of Newburgh, Indiana. The firm has 7 employees and manages assets totaling $655.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Lynch & Associates includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10644 Newburgh Rd Sr 662
Newburgh, IN 47630-8845

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Lynch & Associates Brokerage Details

Total Assets Under Management

$655,728,068

IN Average: $1,347,246,178
Total Number of Employees

7

IN Average: 46
Total Number of Accounts

1,779

IN Average: 1,775
Average Account Size

$368,594

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jennifer Farless Work History

2011 - Present (13 years)

Lynch & Associates

Disclosures

Please visit the SEC profile of Jennifer Farless 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 Lynch & Associates

Kenneth Parker
Newburgh, IN
Evan Lynch
Newburgh, IN
Jennifer Farless
Newburgh, IN
Joseph Berry
Newburgh, IN
Matthew Hampton
Newburgh, IN
James Lynch
Newburgh, IN
Ryan Lynch
Newburgh, IN
Thomas Lynch
Newburgh, IN

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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