JL
Jeffrey C. Lynch
ON INVESTMENT MANAGEMENT CO
NASHVILLE, TN 37027
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CRD#: 1505081
JL
Professional summary
Jeffrey Clay Lynch, who also goes by Jeff Lynch, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Nashville, Tennessee and THE O.N. EQUITY SALES COMPANY located in Brentwood, Tennessee.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jeffrey has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Lynch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) SUMMIT FINANCIAL GROUP LLC; 783 OLD HICKORY BLVD STE 353 NASHVILLE TN 37027;INDIVIDUAL AND GROUP, MEDICAL,DENTAL, VISION, LIFE, HEARING, LONG TERM CARE, CRITICAL ILLNESS;AGENT; START DATE 08/1986; 200 HRS PER MONTH(200 DURING TRADING HRS)AGENT CONSULTANT, CUSTOMER SERVICE, SUPPORT AND PRODUCT SALES. 2) H&L FOOD CONCEPTS, LLC; NOT INVESTMENT RELATED; 783 OLD HICKORY BLVD STE 353 NASHVILLE TN 37027; FRANCHISE (RESTAURANT - PITA PIT); MEMBER (PARTNER); 09/01/2010; OVERSIGHT & MANAGEMENT GUIDANCE; 10-15 HOURS/MONTH; PROVIDE OVERSIGHT AND MANAGEMENT GUIDANCE. 3) JEFF LYNCH AND JACK HAYNES- REAL ESTATE PROJECTS; NOT INVESTMENT RELATED; PO Box 31229 Nashville TN 37203; PURCHASE RESIDENTIAL HOMES TO RENOVATE AND THEN SELL WITHIN THE NEXT 12 TO 24 MONTHS; PARTNER; 07/31/2015; 10 HOURS/MPNTH (0 DURING MARKET HOURS); I WILLBE AN ACTIVE PARTICIPANT IN THE RENOVATION AND PROJECT OVERSIGHT PROCESS ALONG WITH MY BEST FRIEND AND PARTNER JACK HAYNES. 4) FRIENDS OF FE VIVA; NOT INVESTMENT RELATED; PO BOX 331229, NASHVILLE, TN 37203; NON-PROFIT/CHARITABLE; BOARD MEMBER; PRESIDENT; 11/11/2015; 2 HOURS/MONTH; 0 SECURITIES TRADING HOURS/MONTH; THIS IS A SMALL BOARD-MANAGED NON-PROFIT, CHARITABLE ORGANIZATION. I SERVE AS PRESIDENT AT PRESENT. 5) WORLD PROMISE; NOT INVESTMENT RELATED; 309 RAYON DRIVE, OLD HICKORY, TN 37138; NON-PROFIT/CHARITABLE; BOARD MEMBER; PRESIDENT;1/30/2019; 2 HOURS/MONTH; 0 SECURITIES TRADING HOURS/MONTH; THIS IS A SMALL BOARD-MANAGED NON-PROFIT, CHARITABLE ORGANIZATION. I SERVE AS PRESIDENT AT PRESENT.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Clay Lynch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 17, 2005 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 783 Old Hickory Blvd Suite 353, Nashville, TN 37027RIA
CRD#: 105662
NASHVILLE, TN
Current
January 14, 1992 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 783 Old Hickory Blvd Suite 353, Brentwood, TN 37027BD
CRD#: 2936
Brentwood, TN
Past
May 22, 1986 - January 13, 1992
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/14/1992)
IAR
Alabama(11/17/2005)
RR
California(10/31/2025)
IAR
California(10/31/2025)
RR
Colorado(10/1/2013)
RR
Connecticut(10/31/2025)
IAR
Connecticut(10/31/2025)
RR
Georgia(10/6/1993)
IAR
Georgia(11/22/2005)
RR
Kentucky(1/14/1992)
IAR
Kentucky(11/17/2005)
RR
New York(11/8/2023)
RR
Ohio(8/20/2017)
RR
Oklahoma(6/9/2025)
IAR
Oklahoma(7/7/2025)
RR
Tennessee(1/14/1992)
IAR
Tennessee(11/17/2005)
IAR
Texas(11/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,053 |
| AUM (Assets Under Management) | $ 2,376,953,646 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
