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John Joseph Lyons

Shorehaven Wealth Partners, LLC

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About John Joseph Lyons

John Joseph Lyons is a financial advisor with over 9 years of experience in the industry. John has a Series 7 and Series 66 license, and holds the Certified Financial Planner designation. John is currently registered with Shorehaven Wealth Partners, LLC, and has prior experience with Purshe Kaplan Sterling Investments and Blackrock Investments, LLC. John specializes in working with individuals and corporations providing financial planning, portfolio management, and selection of other advisors.

Firm Information

John Lyons is currently registered with Shorehaven Wealth Partners, LLC. Shorehaven Wealth Partners, LLC is an investment advisor headquartered in Red Bank, NJ. The firm manages approximately $400,868,341 in assets for 1,106 clients. Shorehaven Wealth Partners, LLC provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Shorehaven Wealth Partners, LLC

188 EAST BERGEN PLACE

RED BANK, NJ 07701

$400.87M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Lyons’s Registration & Firm History

NJ

01/17/2024 - Present

Shorehaven Wealth Partners, LLC (RED BANK NJ)

NJ

06/21/2022 - 08/02/2023

PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)

NJ

11/13/2014 - 03/10/2022

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 12/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Lyons.
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