JL

James Patrick Lynch

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

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

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Regulatory History (1)
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Regulatory
June 1992
Final
Other Business Activities

James is the principal for JPL Consulting Group LLC, a placement consultant for financial advisors, since 2020. He spends minimal time on this activity, finding suitable financial institutions for advisors.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
January 2022 - Present · 4 yrs
Great Point Capital LLCBroker
January 2020 - Present · 6 yrs
Previous Registrations
Great Point Advisors, LLC
January 2022 - January 2022 · 0 mos
Great Point Advisors, LLC
April 2020 - December 2021 · 1 yr 8 mos
Sanctuary Advisors, LLC
August 2015 - January 2019 · 3 yrs 5 mos
David A. Noyes & Company
January 2014 - August 2015 · 1 yr 7 mos
David A. Noyes & CompanyBroker
January 2014 - January 2019 · 5 yrs
David A. Noyes & Company
January 2014 - January 2014 · 0 mos
Dinosaur Securities, L.L.C.Broker
December 2013 - January 2014 · 1 mo
Concert Wealth Management
July 2011 - January 2014 · 2 yrs 6 mos
Newbridge Financial Services Group, INC.
July 2010 - July 2011 · 1 yr
Newbridge Securities CorporationBroker
July 2010 - July 2011 · 1 yr
Chicago Investment Group Advisors, LLC
August 2009 - July 2010 · 11 mos
Chicago Investment Group, LLCBroker
August 2009 - July 2010 · 11 mos
Advanced Equities, INC.
July 2008 - August 2009 · 1 yr 1 mo
Advanced Equities, INC.Broker
March 2007 - August 2009 · 2 yrs 5 mos
Usf Securities, L.P.Broker
November 2005 - March 2007 · 1 yr 4 mos
Banc of America Investment Services, INC.
September 2002 - October 2005 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
September 2002 - October 2005 · 3 yrs 1 mo
Morgan Stanley
February 1998 - August 2002 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
September 1993 - August 2002 · 8 yrs 11 mos
State Registrations34 states
AKALAZCACOCTFLGAILINKSKYMDMIMNMONCNDNHNJNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.