TrueAdvisor
TrueAdvisor
AJ
AJ

Alan Jardeleza

Lyons Wealth Management
24 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Lyons Wealth Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
257 clients
Average Client Portfolio
$494K average
Assets Under Management
$127.0M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

280 W. Canton Ave Ste 430, Winter Park, FL, 32789

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History

Regulatory History (1)
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Criminal
October 2015
Final Disposition
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Other Business Activities

Alan works as a Wealth Advisor at Lyons Wealth Management, focusing on securities-related activities and fee-based revenue based on assets under management. This activity takes nearly full-time hours.

Employment History
Current Registrations
Lyons Wealth Management
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Fnex Capital, LLCBroker
February 2020 - February 2021 · 1 yr
Lyons Wealth Management
June 2019 - December 2020 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - December 2018 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - December 2018 · 6 yrs 10 mos
Franklin/templeton Distributors, INC.Broker
September 2005 - January 2012 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
January 2001 - January 2003 · 2 yrs
Prudential Securities Incorporated
January 2001 - January 2003 · 2 yrs
Dean Witter Reynolds INC.Broker
April 1998 - January 2001 · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.