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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Christopher Lyons is a financial advisor with First Heartland Consultants, Inc. Jon has been in the financial industry for 25 years. He has a Series 7, Series 31, and Series 63 license, as well as a Series 65 license. Jon holds a bachelor's degree in finance from the University of Missouri and is a Certified Financial Planner®. He has worked with a number of firms in the past, including Marquis Financial Services, Inc., Fifth Third Securities, Inc., Wedgewood Partners, Inc., and Dean Witter Reynolds Inc. Jon specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and small businesses. He also offers services for charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jon is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
08/28/2001 - Present
First Heartland Consultants, Inc. (PORTAGE IN)
CA
02/22/2001 - 07/25/2001
MARQUIS FINANCIAL SERVICES, INC. (TARZANA CA)
OH
02/25/2000 - 02/22/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
08/06/1998 - 02/25/2000
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
NY
09/15/1997 - 06/15/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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