Unclaimed Profile

Jennifer Lee Farless

LYNCH & ASSOCIATES INC·NEWBURGH, Indiana

Series 7, Series 9, Series 10, Series 65, Series 66Clean record14 years registeredLYNCH & ASSOCIATES INC

10644 NEWBURGH RD, NEWBURGH, IN 47630-8845CRD# 4180033Firm CRD# 108326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lee Farless · NEWBURGH, IN

Registration

CRD #4180033 · LYNCH & ASSOCIATES INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LYNCH & ASSOCIATES INC

LYNCH & ASSOCIATES

Jun 2012 – Jan 2025

NEWBURGH, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 65

Series 66

Registration record

First registered · June 26, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LYNCH & ASSOCIATES INC

CRD 108326 · SEC 801-47981

AUM

$656M

Regulatory assets under management

Employees

1,779 client accounts

Services offered by LYNCH & ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LYNCH & ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Jennifer Lee Farless offer?

Jennifer Lee Farless specializes in Investment Management, Wealth Management.

What are Jennifer Lee Farless's credentials?

Jennifer Lee Farless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lee Farless located?

Jennifer Lee Farless is based in NEWBURGH, Indiana, last registered with LYNCH & ASSOCIATES INC.

How does Jennifer Lee Farless charge for services?

Jennifer Lee Farless's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LYNCH & ASSOCIATES INC?

LYNCH & ASSOCIATES INC has approximately 7 employees and manages $656M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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