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Jackson Lounsberry

Lyons Wealth Management
20 Years of Experience
Bonita Springs, FL
3 Disclosures
View SEC Summary
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Jackson Lounsberry is a registered investment advisor at Lyons Wealth Management, based in Bonita Springs, FL, with 20 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 112 clients with $110M in assets under management.

Lyons Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
112 clients
Average Client Portfolio
$974K average
Assets Under Management
$109.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary by strategy and custodian, ranging from 1.25% to 1.99% annually. Some algorithmic strategies include performance fees up to 30% of capital gains.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bonita Springs, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Closed-No Action
Customer Dispute
August 2008
Closed-No Action
Customer Dispute
January 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lyons Wealth Management
August 2026 - Present · 2 mos
Previous Registrations
TradingblockBroker
March 2015 - April 2018 · 3 yrs 1 mo
Sia-Summit Investment Advisors
October 2013 - March 2014 · 5 mos
TradingblockBroker
September 2012 - September 2013 · 1 yr
Brokersxpress LLC
December 2007 - September 2012 · 4 yrs 9 mos
Brokersxpress LLCBroker
December 2007 - September 2012 · 4 yrs 9 mos
Jmg Capital Advisors, LLC
July 2007 - March 2008 · 8 mos
Wayne Hummer Investments L.L.C.
January 2007 - December 2007 · 11 mos
Wayne Hummer Investments L.L.C.Broker
December 2006 - December 2007 · 1 yr
Wayne Hummer Asset Management Company
January 2002 - December 2006 · 4 yrs 11 mos
Focused Investments L.L.C.Broker
June 1997 - December 2006 · 9 yrs 6 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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