JL
JL

Jeroen Linders

8 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeroen works as a pilot for Helicopters Inc. in Orlando, FL, dedicating about a quarter of his time to this role, including some time during trading hours.

Employment History
Current Registrations
Lyons Wealth Management
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Lyons Wealth Management
November 2017 - December 2020 · 3 yrs 1 mo
Lyons Wealth Management
June 2015 - November 2015 · 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.