Alexander Michael Lynch

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2015 → 11/2020
  U.S. Bancorp Investments, Inc.
  Tacoma, WA
• 06/2015 → 07/2019
  U.S. Bank
  Seattle, WA
• 11/2020 → 06/2023
  Jarvis Financial
  Federal Way, WA
• 07/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Tacoma, WA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Tacoma, WA

Previous Registrations

• 2023-07-07 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Tacoma, WA
  Gig Harbor, WA
  Tacoma, WA
  Bremerton, WA
  Quilcene, WA
  Port Townsend, WA
  Port Angeles, WA
  Poulsbo, WA
  Sequim, WA
• 2020-11-09 → 2023-06-20
  Jarvis Financial
  Federal Way, WA
• 2015-04-14 → 2020-10-28
  U.S. Bancorp Investments, Inc.
  Seattle, WA
  Seattle, WA
  Tacoma, WA
  Gig Harbor, WA
  Tacoma, WA
• 2015-03-12 → 2015-04-23
  Martin Nelson & Co., Inc.
  Seattle, WA

Other Businesses

Alexander Lynch; Non Investment-related; Gig Harbor, WA; Payroll tax for Nanny; Owner; 01/2022; 4 hours/ month; 0 hours/ trading; Hire nanny, pay, verify work.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-20
• S65 Uniform Investment Adviser Law Examination
  2015-03-12
• S63 Uniform Securities Agent State Law Examination
  2014-02-13

Other Names

• Alex Lynch
• Alex Michael Lynch