Jared Bloom Lynn

Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2022 → Present
  Agw Capital Advisors
  Tampa, FL
• 08/2020 → 05/2022
  Florida State University
  Tallahassee, FL
• 08/2017 → 05/2020
  Stetson University
  Deland, FL
• 08/2013 → 08/2017
  Full-Time Student
  Deland, FL
• 06/2022 → 09/2022
  Unemployed
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-04