Jerome Oliver Lynch

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Louisville, KY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Louisville, KY

Other Businesses

RENTAL PROPERTY, INV RELATED, LOUISVILLE, KY, 100% OWNERSHIP WITH SPOUSE, START 1/1/2008, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. MANHATTAN MANAGEMENT GROUP LLC, INV RELATED, LOUISVILLE, KY, 100% OWNERSHIP WITH SPOUSE, START 6/4/2020, 4 HOURS PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY; INV RELATED; COLORADO SPRINGS; CO; 50% OWNERSHIP WITH SPOUSE; START 11/30/2023; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-16
• S63 Uniform Securities Agent State Law Examination
  1999-06-28