• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JONATHAN D LYNCH
CRD#: 4660067
IA
Investment Adviser
CAPTRUSTCRD#: 175112 255 STATE STREET
6TH FLOOR
Boston, MA 02109
Registration History
201020122014201620182020202220242026IACAPTRUST (CRD# 175112)2024 - Present (<1 year)IABOSTON FINANCIAL MANAGEMENT LLC (CRD# 112360)2010 - 2025 (14 years)
License(s)

State Registrations

IA
Massachusetts 12/10/2024

IA
Texas 11/25/2024

Current Registration(s)
IA
CAPTRUST (CRD#:175112)
255 STATE STREET 6TH FLOOR, Boston, MA 02109
Registered with this firm since 11/25/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/27/2010 - 02/18/2025 BOSTON FINANCIAL MANAGEMENT LLC (CRD#:112360) BOSTON, MA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.