Taylor Lynch (CRD# 7145706) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southlake, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Saginaw, TX | Dec 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Saginaw, TX | Dec 2021 - Current | 2 |
| Bank Of America, N. A. | Bedford, TX | Aug 2019 - Dec 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith | Bedford, TX | May 2017 - Dec 2021 | 4 |
| Bank Of America | Fort Worth, TX | May 2017 - Aug 2019 | 2 |
| R Wireless-verizon Wireless Reseller | Euless, TX | Jul 2015 - May 2017 | 1 |
| Buffalo Wild Wings | Irving, TX | Jun 2015 - Aug 2015 | < 1 |
| Olive Garden | Bourbonnais, IL | Apr 2014 - May 2015 | 1 |
| Buffalo Wild Wings | Bourbonnais, IL | Aug 2013 - Mar 2015 | 1 |
| Ale House | Bradley, IL | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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