Jennifer Farless, financial advisor Newburgh IN

Jennifer Farless

CRD Number: 4180033
Current Firm: Lynch & Associates

Jennifer Farless (CRD# 4180033) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lynch & Associates Newburgh, IN Jun 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for Jennifer L. Farless
Phone Number: 812-853-0878
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    656
    MILLIONS
  • Total Number of Accounts
    1,779
    ACCOUNTS
  • Average Account Value
    $368,594
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, IN, KY, LA, MN, NC, TN, TX

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