James Patrick Lynch

Great Point Advisors, LLC

31 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management

Great Point Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

78 clients

Average Client Portfolio

$578K average

Assets Under Management

$45.1M

Location

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

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History

Regulatory History (1)

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Regulatory

June 1992

Final

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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 1 mo

Great Point Capital LLCBroker

January 2020 - Present · 6 yrs 1 mo

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

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.