James Richard Lynch

Employer firm

Oliver Luxxe Assets LLC CRD 169588

$1.00B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 05/2014 → Present
  Oliver Luxxe Assets Llc
  Bedminster, NJ
• 05/2014 → 08/2019
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 09/2016 → 03/2017
  2Rose1Sky Capital Llc
  Reno, NV

Previous Registrations

• 2005-02-25 → 2014-06-02
  Ubs Financial Services Inc.
  Florham Park, NJ
  Florham Park, NJ
  Reno, NV
  Truckee, CA
  Truckee, CA
• 2002-05-10 → 2005-03-04
  Rbc Capital Markets, Llc
  Florham Park, NJ

Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; AUSTIN TEXAS

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-24
• S63 Uniform Securities Agent State Law Examination
  1986-08-29

Other Names

• James Richar Lynch
• James R Lynch