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Current Employers
Quincy Wells Advisors, Llc

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-01-11
  • IL RA
    APPROVED
    Since 2022-01-11

Branch Locations

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David A. Noyes & Company Chicago IL 01/2014 01/2019
Noyes Advisors Llc Chicago IL 08/2015 01/2019
Great Point Capital, Llc Chicago IL 01/2020 01/2026
Jpl Consulting Group, Llc Chicago IL 01/2019 Present
Quincy Wells Advisors Chicago IL 01/2026 Present
Quincy Wells Capital Chicago IL 05/2026 Present
  • 01/2014 → 01/2019
    David A. Noyes & Company
    Chicago, IL
  • 08/2015 → 01/2019
    Noyes Advisors Llc
    Chicago, IL
  • 01/2020 → 01/2026
    Great Point Capital, Llc
    Chicago, IL
  • 01/2019 → Present
    Jpl Consulting Group, Llc
    Chicago, IL
  • 01/2026 → Present
    Quincy Wells Advisors
    Chicago, IL
  • 05/2026 → Present
    Quincy Wells Capital
    Chicago, IL
Previous Registrations
  • 2020-04-22 → 2021-12-31
    Chicago, IL
  • 2015-08-11 → 2019-01-25
    Chicago, IL
  • 2014-01-08 → 2015-08-11
    Sanctuary Securities, Inc.
    Miami, FL
    Chicago, IL
    Lake Forest, IL
    Oak Park, IL
    Skokie, IL
    Chicago, IL
    Wauconda, IL
    Itasca, IL
  • 2011-07-18 → 2014-01-03
    Concert Wealth Management
    San Jose, CA
  • 2010-07-06 → 2011-07-13
    Chicago, IL
    Boca Raton, FL
  • 2009-08-25 → 2010-07-19
    Chicago Investment Group Advisors, Llc
    Chicago, IL
  • 2008-07-30 → 2009-08-20
    Advanced Equities, Inc.
    Chicago, IL
    Chicago, IL
  • 2002-09-11 → 2005-10-21
    Banc Of America Investment Services, Inc.
    Chicago, IL
  • 1998-02-14 → 2002-08-23
    Morgan Stanley Dw Inc.
    Peoria, IL
Other Businesses

James Lynch is the principal for the JPL Consulting Group LLC, a placement consultant for financial advisors. The address of JPL Consulting LLC is 17315 Brookgate Drive Orland Park, IL 60467. The start date is Dec 1, 2020. His duties are to find financial institutions that are a good match for financial advisors. He plans to spend 2 hours per month during normal trading hours and 6 hours per month outside of normal trading hours. This is not investment related. Jim Lynch will be a Principal of Quincy Wells Capital, a Broker Dealer. The address of Quincy Wells Capital is 145 S Wells Suite 1301, Chicago IL, 60606. The start date is Dec 15, 2025. His duties will be operations/supervisory, and he plans to spend 5 hours per month during normal trading hours and 0 hours per month outside of normal trading hours. This is investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-03-29
S65 Uniform Investment Adviser Law Examination 1994-08-25
  • S63 Uniform Securities Agent State Law Examination
    2018-03-29
  • S65 Uniform Investment Adviser Law Examination
    1994-08-25
Other Names
  • Jim Lynch

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