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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Jpmorgan Securities, LLC 4 years, 6 months Apr 2015 - Present
Jpmorgan Chase Bank Na 5 years, 2 months Aug 2014 - Present
Ubs Financial Services 7 years, 11 months Aug 2006 - Jul 2014
Are You
Karim G. Lynn?
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Designations & Memberships

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Articles and Answers

Insights by Karim Lynn

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 29, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Fidelity Personal and Workplace Advisors

Last updated on June 21, 2019
    • $338.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 915K
      Accounts
    • $369.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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