Vice President - Investments Private Client Advisor @ JPMorgan Wealth Management (May 2018 - February 2025)
AVP Financial Solutions Advisor @ (May 2017 - May 2018)
Investment Consultant @ (November 2014 - May 2017)
Fixed Income Sales - Retail @ (January 2012 - January 2014)
Fixed Income Trade Support Analyst @ (January 2008 - January 2011)
Chuck Lynch Education
Boston University
Master's degree (Investment Management)
2010-2012
Chuck Lynch Skills
Series 63
Investments
Trading
Fixed Income
Asset Allocation
Series 7
Mutual Funds
Chuck Lynch Summary
Chuck Lynch, based in San Diego, CA, US, is currently a Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors. Chuck Lynch brings experience from previous roles at JPMorgan Wealth Management, Merrill Lynch and Fidelity Investments. Chuck Lynch holds a 2010 - 2012 Master's degree in Investment Management @ Boston University. With a robust skill set that includes Series 63, Investments, Trading, Fixed Income, Asset Allocation and more. Chuck Lynch has 1 emails and 1 mobile phone numbers on RocketReach.
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