James Christopher Lynch

Current Employers

Employment History

• 11/2009 → 01/2026
  Commonwealth Financial Network
  Waltham, MA
• 11/2009 → 01/2026
  Jcl Financial Group, Llc
  Newtown, PA
• 01/2026 → Present
  Kestra Investment Services, Llc
  Newtown, PA
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Newtown, PA

Previous Registrations

• 2009-11-19 → 2026-01-27
  Commonwealth Financial Network
  Newtown, PA
  Parsippany, NJ
  Waltham, MA
• 2004-09-21 → 2009-11-18
  Investment Advisors Asset Management, Llc
  Newtown, PA
  Easton, PA
• 2003-03-25 → 2004-12-14
  Iac Advisory Services, Inc
  Ocean, NJ

Other Businesses

Name: ST. MARTIN OF TOURS FINANCE COUNCIL POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2013 ADDRESS: 1 Riverstone Circle, New Hope PA 18938, United States DESCRIPTION: We meet twice per year and review the budget with the other finance council members members, the business manager and the pastor. We also review and discuss the allocation and performance of the endowment account, which is held at Vanguard. We also provide feedback on special expenses that may arise throughout the year. Name: JCL FINANCIAL GROUP, LLC POSITION: Owner/President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/30/2014 ADDRESS: 54 Friends Lane, Suite 112, Newtown PA 18940-3403, United States DESCRIPTION: I recommend life insurance and fixed annuities to clients and receive compensation from the sale of these products Name: MTL PROPERTIES, LLC POSITION: Minority Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2011 ADDRESS: 5210 Bailey Court West, Doylestown PA 18902, United States Name: DESCRIPTION: Taking in rent and paying expenses of the office. PENNS TERRACE OFFICE CONDOMINIUM ASSOCIATION POSITION: Board President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/19/2016 ADDRESS: 54 Friends Lane, Newtown PA 18940-3403, United States DESCRIPTION: As President of the condo association, we meet annually and review the budget of the seven unit office condo building. There is no investment asccount. Name: JCL FINANCIAL GROUP, LLC POSITION: President / Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/28/2014 ADDRESS: 54 Friends Lane, Suite 112, Newtown PA 18940-3403, United States DESCRIPTION: My duties include being the lead advisor for our clients. I also am responsible paying all the financial obligations of the office. Including meeting payroll for my two employees and also paying for the office expenses. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-29
• S63 Uniform Securities Agent State Law Examination
  1995-01-04

Other Names

• Jamie Lynch
• Jim Lynch