James C. Lynch, AIF®, RICP®
Born and raised in Cranbury, New Jersey, Jim has deep connections to the community and attended Seton Hall University on a baseball scholarship, where he earned a BS in finance in 1989. Prior to starting his own firm, he worked with Chubb and Northwestern Mutual Life before joining Personal Investment Consultants (PIC) in 1994. PIC was founded in 1987 and was the predecessor to JCL Financial Group, LLC.
His designations, licenses, registrations, and memberships include:
● Member of the Financial Planning Association
● FINRA Series 6, 7, 22, 26, 63, and 65 securities registrations
● Life and health insurance license
● Investment Adviser Representative of Commonwealth Financial Network®
● Accredited Investment Fiduciary®
● Retirement Income Certified Professional®
● Completed the CERTIFIED FINANCIAL PLANNER™ professional preparatory program at Farleigh Dickinson University, Madison, New Jersey.
Besides these designations, Jim has had over 25 years of experience in this industry. This has allowed him to prepare for any financial curveball life might throw at him or his clients. He also enjoys sharing this knowledge by conducting over 1,000 informative educational workshops through our partner outplacement firm.
Outside of financial planning, Jim gives back to the local community by volunteering on his church’s finance council.
As president of JCL Financial Group, LLC, Jim specializes in advising outplaced individuals going through a job transition, pre-retirees, and retired individuals. With a long-term comprehensive financial planning approach, he helps his clients plan for a successful retirement. Jim also strives to assist clients in other financial niches and to develop deep personal relationships with the clients beyond the charts.
Jim, his wife, Michelle, and their two children, Colin and McKenna, live in Buckingham, Pennsylvania. When he’s not helping clients achieve their financial goals, he enjoys playing golf, watching his son play baseball and his daughter compete in gymnastics.
James C. Lynch, AIF®, RICP® is proud to have been recognized as a Summit Club advisor for 2018—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Jim is honored to say that for the eighth year in a row (2012 - 2019), he was named a Five Star Wealth Manager for overall client satisfaction. 2019 Five Star Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in our market region. As an independent financial advisor, this recognition is among the most gratifying he could ever receive and he thanks you for your continued support and confidence.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations 3,910 Philadelphia wealth managers were considered for the award; 437 (11 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.