Jacklyn E. Lynch
PLANMEMBER SECURITIES | Financial Advisor
Reno, NV 89502
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CRD#: 5479369
Professional summary
Jacklyn E. Lynch, CFP®, who also goes by Jacklyn Elizabeth Lynch, Jacklyn Lynch, Jacklyn Elizabeth Sandoval, is a registered financial advisor currently at PLANMEMBER SECURITIES CORPORATION located in Reno, Nevada.
Jacklyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jacklyn has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Life Transitions
Insurance Planning
Estate Planning
Retirement Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Jacklyn Elizabeth Lynch | Jacklyn Lynch | Jacklyn Elizabeth Sandoval
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacklyn E. Lynch's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacklyn E. 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®
CFP®
Start date: 2015
Experience
Current
April 20, 2026 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 1890 Donald St. Ste. C, Reno, NV 89502RIA
BD
CRD#: 11869
Reno, NV
Current
April 20, 2026 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 1890 Donald St. Ste. C, Reno, NV 89502RIA
BD
CRD#: 11869
Reno, NV
Past
January 30, 2024 - April 27, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
RENO, NV
Past
January 29, 2024 - April 27, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
RENO, NV
Past
September 1, 2010 - February 7, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Reno, NV
Past
September 1, 2010 - February 7, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Reno, NV
Past
March 6, 2008 - August 16, 2010
WADDELL & REED
RIA
CRD#: 866
RENO, NV
Past
February 11, 2008 - August 16, 2010
WADDELL & REED
BD
CRD#: 866
RENO, NV
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".
PS
PLANMEMBER SECURITIES CORPORATION
INVESTORS RETIREMENT & MANAGEMENT CORPORATION | PLANMEMBER SECURITIES CORPORATION | IRM DISTRIBUTORS, INC.
CRD#: 11869 / SEC#: 801-39177, 8-25065
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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(4/20/2026)
RR
Arizona(4/20/2026)
RR
California(4/20/2026)
RR
Colorado(4/20/2026)
RR
Florida(4/20/2026)
RR
Georgia(4/20/2026)
RR
Hawaii(4/20/2026)
RR
Michigan(4/20/2026)
RR
Minnesota(4/20/2026)
RR
Montana(4/20/2026)
RR
Nevada(4/20/2026)
IAR
Nevada(4/23/2026)
RR
New Hampshire(4/20/2026)
RR
New Jersey(4/20/2026)
RR
New Mexico(4/20/2026)
RR
New York(4/20/2026)
RR
North Carolina(4/20/2026)
RR
Oregon(4/20/2026)
RR
Texas(4/20/2026)
IAR
Texas(4/20/2026)
RR
Utah(4/20/2026)
RR
Virginia(4/20/2026)
RR
Washington(4/20/2026)
RR
Wisconsin(4/20/2026)
RR
Wyoming(4/20/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PLANMEMBER SECURITIES CORPORATION
INVESTORS RETIREMENT & MANAGEMENT CORPORATION | PLANMEMBER SECURITIES CORPORATION | IRM DISTRIBUTORS, INC.
CRD#: 11869 / SEC#: 801-39177, 8-25065
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
6187 Carpinteria Avenue, Carpinteria, CA 93013
Mailing Address
6187 Carpinteria Avenue, Carpinteria, CA 93013-2060
Phone number
(805) 684-1199
Established
California since 03/12/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
432
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PLANMEMBER FINANCIAL CORPORATION | OWNER | |
| BOWMAN, BYRON FRANCIS | CHIEF LEGAL OFFICER & SECRETARY | 2673117 |
| HALEY, SEAN PATRICK | CHIEF COMPLIANCE OFFICER | 2837579 |
| HANSON, STEVEN R | CHIEF FINANCIAL OFFICER / FINOPS | 4854600 |
| JANEWAY, TERRALL JOSEPH | EVP/CHIEF OPERATING OFFICER | 2947154 |
| ZIEHL, JON MICHAEL | PRESIDENT | 707642 |
Regulatory assets under management
| Total Number of Accounts | 68,978 |
| AUM (Assets Under Management) | $ 9,035,509,268 |
Disclosures
| Regulatory Event | 5 |
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.
Company Information
PLANMEMBER SECURITIES CORPORATION
Financial AdvisorCRD#: 11869Reno, NV 89502TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
