Jamie Patrick Lynch

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 09/2021
  Principal
  West Des Moines, IA
• 08/2002 → 12/2017
  Princor
  West Des Moines, IA
• 01/2006 → 08/2021
  West Des Moines Parks And Recreation
  West Des Moines, IA
• 08/2021 → 09/2021
  Principal Securities Inc
  W Des Moines, IA
• 07/2021 → 09/2021
  Principal Life Insurance Company
  W Des Moines, IA
• 09/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 09/2021 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2005-01-19 → 2017-12-04
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA
  W Des Moines, IA
• 2011-04-27 → 2014-10-24
  Principal Asset Management
  Des Moines, IA

Other Businesses

Name: Jamie Lynch Investment-Related: No Address: private residence Nature: officiate youth sports Position/Title: Official Start: 11/05/2006 Hours/Month: 8 Hours during Market Hours: 0 Duties: Officiate football, volleyball, basketball, other youth sports Name: Jamie Lynch Investment-Related: No Address: private residence Nature: rental income Position/Title: owner Start: 11/17/2014 Hours/Month: 8 Hours during Market Hours: 0 Duties: maintain properties

Exams

• S66 Uniform Combined State Law Examination
  2004-12-23

Designations

• Certified Financial Planner