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Lynne J
Series 63, Series 66
Independence, OH
Capital Analysts
Lynne Jones is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes over two decades at Valic Financial Advisors and more recent roles at Agia and Lincoln Investment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.
James E
CFP®, Series 63, Series 66
Independence, OH
Capital Analysts
James Eismon is a CFP® professional with 27 years of experience in the financial industry, currently serving at Capital Analysts. His career includes long-term roles at Valic Financial Advisors and recent positions at Lincoln Investment and Agia. He also serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including individuals, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support a range of investment products.
Frank P
CFP®, Series 63, Series 66
Independence, OH
Capital Analysts
Frank Preziuso is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously been with Agia and Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital fundraising organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house investment management team.
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