Jennifer Mcgrath Lynch

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2015 → 05/2019
  Commonwealth Financial Network
  Waltham, MA
• 05/2019 → 10/2021
  Grandview Partners
  Westwood, MA
• 05/2019 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2021 → Present
  Planwise Financial Group
  Danvers, MA

Previous Registrations

• 2012-05-08 → 2014-11-24
  Ned Davis Research, Inc.
  Boston, MA
  Sarasota, FL
• 2010-05-01 → 2012-04-17
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN
  Boston, MA
• 2006-11-17 → 2010-05-01
  Bofa Advisors, Llc
  Boston, MA

Other Businesses

Authorized Signatory, Rising Star Athletics; Located at 96 Centre Lane Milton, MA 02186, as of 1/01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-26

Designations

• Certified Financial Planner

Other Names

• Jenny Mcgrath
• Jennifer E Mcgrath
• Jennifer Elaine Mcgrath