Alan Jardeleza

Lyons Wealth Management

24 Years of Experience

1 Disclosure

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

Advisor

Exams

No exam information available for this advisor.