James Lynch has been an investment adviser representative at Lynch Investment Planning since April 2021, and is not listed among the firm’s executive officers or direct owners. James Lynch holds a B.S. in Finance and Economics from Drexel University and a Trust Certificate from Cannon Trust School, UNC Charlotte.
Lynch Investment Planning, LLC is a Newtown Square, PA firm with $143M under management, 140 clients and 3 advisers in one office, as of its May 2026 filing.
James F. Lynch is Founder of Lynch Investment Planning, LLC, based in Newtown Square, Pennsylvania. He opened the firm in 1990 after a career as a loan and trust officer for First Pennsylvania and CoreStates Banks.
- – present · 5 yearsNewtown Square, PA · Adviser representative · Firm CRD 115956
Professional designations
Listed by Lynch Investment Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Lynch is registered as an investment adviser representative in Pennsylvania, since April 2021.
- PennsylvaniaSince 30 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 1991 |
| Series 2 | Non-Member General Securities Examination | 17 June 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- CRD
- 2156442
- Firm
- Lynch Investment Planning · CRD 115956
- Office
- 2 CAMPUS BOULEVARD, SUITE 106, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lynchip.com
Where does James Lynch work?
James Lynch is an investment adviser representative registered through Lynch Investment Planning, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is James Lynch a financial advisor?
Yes. James Lynch has a current investment-adviser registration in Pennsylvania, through Lynch Investment Planning since April 2021.
How many years of experience does James Lynch have?
James Lynch has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has James Lynch passed?
James Lynch has passed 2 licensing exams: the Series 2 and Series 65. The earliest, the Series 2, was passed in June 1991.
Where is James Lynch based?
James Lynch’s registered office is in Newtown Square, PA.
Is James Lynch registered with FINRA?
No. James Lynch has no current broker registration.
Is James Lynch a CFP?
Lynch Investment Planning lists James Lynch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify James Lynch’s record?
Search CRD 2156442 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Lynch’s full registration record.