Jason Andrew Lynn

Current Employers

Employment History

• 11/2008 → Present
  The O'NEill Company
  Tustin, CA
• 10/2013 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2018 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1) South Sunrise Little League; Orange, CA; team coach; not investment related; volunteer position; no compensation./// 2) Sales of Health, Dental, Vision, Group Life Ins., LTC & DI with various carriers, 1/1/2019 start date, Not investment related; 21-40 hrs. per mo.; compensation paid to The O'Neill Co. entity./// 3) El Modena Baseball Boosters Club, Inc.; P.O. Box 2982, Orange, CA 92859; Booster Club for El Modena High School Baseball program; Treasurer; Manage all money associated with the club, Maintain an accurate account of all money received and distributed, Prepare the club's annual budget (work with the sponsor/coach) and seek voter approval annually, Issue a receipt for all monies received, Deposit funds within 7 days of receipt; NOT Investment Related; Start Date 7/15/2024; Approximately 11-20 hrs. per month; volunteer./// 4) Portofira Homeowners Association; Cardinal Property Management; 3111 N. Tustin St, Ste. 200; Orange, CA 92865-1732; Board member of the HOA; Maintain the common areas on behalf of the membership; Enforce the governing documents via warnings, hearings, fines, suspension of privileges, and litigation; Boards are obligated to collect assessments necessary to properly maintain the property and enforce the governing documents. To that end, they must prepare budgets, levy and collect assessments, pay bills, review financial records, and prepare year-end financial statements; Manage the day-to-day operations of the association. This includes retaining (as needed) management services, legal services, landscape vendors, pest control, operating amenities (pools, tennis courts, clubhouses, equestrian facilities, golf course, etc.), purchasing insurance, etc; NOT Investment Related; Start Date 10/01/2024; Approximately 6-10 hrs. per month; Volunteer no compensation.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-18
• S63 Uniform Securities Agent State Law Examination
  2014-10-02