Jacklyn E. Lynch
Advisor at Planmember Securities Corporation — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
18 years
Location
Reno, NV 89502
Planmember Securities Corporation
Enterprise
Jacklyn Lynch is a CFP® professional with 18 years of industry experience. She is currently affiliated with PlanMember Securities Corporation and Chapman Financial and operates Guideship LLC, a business involved in tax and investment activities. Her prior experience includes roles at LPL Financial and Ameriprise Financial Services Inc. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.
Based on Planmember Securities Corporation
Based on Planmember Securities Corporation
Up to 0.50% annually of assets invested in the Plan for investment fiduciary services; Up to 0.50% annually of assets invested in the Portfolios (includes 0.025% portfolio unitization fee)
Reno, NV
1890 Donald Street, Suite C
Reno NV 89502
Advisors at this office
2
Nevada · Texas
18 years of industry experience
Chapman Financial
2026 - Present • 1 year
Reno, NV
PlanMember Securities Corporation
2026 - Present • 1 year
Carpinteria, CA
Guideship LLC dba Jackie Lynch Wealth
2026 - Present • 1 year
Reno, NV
LPL Financial
2024 - 2026 • 2 years
Reno, NV
Ameriprise Financial Services INc
2010 - 2024 • 14 years
Reno, NV
Jackyln Lynch (self-employed)
2008 - Present • 18 years
Reno, NV
Various Insurance Carriers for W & R Insurance Agencies
2008 - 2024 • 16 years
Reno, NV
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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