Jamie
Lynch
Captrust
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About this Advisor
Jamie Lynch is a financial advisor based in West Des Moines, Iowa, working with Captrust. Jamie has previously held positions at Principal Securities Inc, Principal Life Insurance Company, Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Principal, Princor, and West Des Moines Parks And Recreation. Jamie has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Jamie is part of Captrust, which operates out of West Des Moines, Iowa. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jamie Lynch Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Principal Securities Inc
Principal Life Insurance Company
West Des Moines Parks And Recreation
Princor
Principal
Disclosures
Please visit the SEC profile of Jamie Lynch 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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