Meet the JFL Total Wealth Management Team

Jerry Lynch

Jerry Lynch started JFL Consulting in 1997 following a successful career with Aetna as Vice President of Marketing responsible for their largest market. In 2012, Jerry chose to pursue his true passion: helping individuals and business owners achieve their financial goals and started JFL Total Wealth Management. He has over 28 years of experience in insurance and financial services and has spent the past 18 years as an independent advisor.

Named among America's Best Financial Planners for over ten years in a row, Jerry Lynch knows the ins and outs of planning for a healthy financial future. With almost three decades of experience, Jerry says it's his philosophy that makes him stand out from the rest. Planning is not about products, it is about developing a plan first, then seeing what products that you need to make this happen. After the plan is developed, Jerry's team approach of bringing in accountants, attorneys, property and casualty agents, life insurance and business insurance agents, money managers to help bring his client's success, even in tough economic conditions.

It is this put-your-money-where-your-mouth-is approach that has CNBC and other business shows calling him back over 50+ times for repeat appearances. Jerry Lynch has also been a regular guest on WABC and produces articles and contributes for the Star Ledger, USA Today, CNBC, Wall St Journal, AARP Magazine and many other established publications. He was awarded as a 2011-2015 “Top Wealth Manager” by NJ Monthly Magazine and has been listed in the Consumers Research Counsel's "Guide to America's Top Financial Planners" since 2004.

Jerry is also a big fan of continuing education and is a founding member of the Academy of Preferred Financial Advisors, one of the top coaching programs for financial planners in the nation. Jerry received his degree in Business/Operations Management at Ramapo College. He received his CFP CLU and ChFC designations at American College. Below are a list of his credentials:

Jerry is a longtime resident of Mountain Lakes in Morris County, NJ, and enjoys tennis with his wife and golf with his three sons (a perfect foursome).

Check the background of this investment professional on FINRA's BrokerCheck.


Pamela Karkenny

Pamela Karkenny brings almost 30 years of experience in financial services, healthcare and insurance to JFL Total Wealth Management, working with some of the top executives in the industry. She has previously held positions at the regional and corporate levels of Aetna Inc. and US Healthcare, in the areas of Management and Sales Administration as well as Pearson Education and the Healthcare Association of New York State.

Having known and worked with Jerry for almost 30 years and working for JFL Total Wealth Management for ten years, she has assisted in driving business growth and maintained the strategic operations of the firm.

Pam possesses the qualities of a leader, being both diligent and dedicated to her craft. She studied Business/Accountancy at Albany Business College. She holds a Series 6 (Limited-Investment Securities) license and is a member of the National Association of Professional Women (NAPW).

Check the background of this investment professional on FINRA's BrokerCheck.


 

 

 

 

Contact Us

305 West Main Street
Boonton, NJ 07005
TEL. 973-439-1190
FAX. 973-588-4880