JL
Jason A. Lynn
VALMARK ADVISERS
Tustin, CA 92780
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CRD#: 5622635
JL
Professional summary
Jason Andrew Lynn is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Tustin, California and VALMARK SECURITIES, INC. located in Tustin, California.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jason has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) South Sunrise Little League; Orange, CA; team coach; not investment related; volunteer position; no compensation./// 2) Sales of Health, Dental, Vision, Group Life Ins., LTC & DI with various carriers, 1/1/2019 start date, Not investment related; 21-40 hrs. per mo.; compensation paid to The O'Neill Co. entity./// 3) El Modena Baseball Boosters Club, Inc.; P.O. Box 2982, Orange, CA 92859; Booster Club for El Modena High School Baseball program; Treasurer; Manage all money associated with the club, Maintain an accurate account of all money received and distributed, Prepare the club's annual budget (work with the sponsor/coach) and seek voter approval annually, Issue a receipt for all monies received, Deposit funds within 7 days of receipt; NOT Investment Related; Start Date 7/15/2024; Approximately 11-20 hrs. per month; volunteer./// 4) Portofira Homeowners Association; Cardinal Property Management; 3111 N. Tustin St, Ste. 200; Orange, CA 92865-1732; Board member of the HOA; Maintain the common areas on behalf of the membership; Enforce the governing documents via warnings, hearings, fines, suspension of privileges, and litigation; Boards are obligated to collect assessments necessary to properly maintain the property and enforce the governing documents. To that end, they must prepare budgets, levy and collect assessments, pay bills, review financial records, and prepare year-end financial statements; Manage the day-to-day operations of the association. This includes retaining (as needed) management services, legal services, landscape vendors, pest control, operating amenities (pools, tennis courts, clubhouses, equestrian facilities, golf course, etc.), purchasing insurance, etc; NOT Investment Related; Start Date 10/01/2024; Approximately 6-10 hrs. per month; Volunteer no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Jason Andrew Lynn'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
March 1, 2018 - Present
VALMARK ADVISERS, INC.
Office #1: 17852 East 17th Street Suite 201, Tustin, CA 92780RIA
CRD#: 108050
Tustin, CA
Current
February 3, 2014 - Present
VALMARK SECURITIES, INC.
Office #1: 17852 East 17th Street Suite 201, Tustin, CA 92780BD
CRD#: 31243
Tustin, CA
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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
Arkansas(1/2/2024)
RR
California(10/2/2014)
IAR
California(3/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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