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Jeroen L

Series 65

Winter Park, FL

Lyons Wealth Management

Jeroen Linders is a financial advisor at Lyons Wealth Management with eight years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2017. Outside of finance, he works as a pilot for Helicopters Inc., flying news helicopters and managing aircraft maintenance in the Orlando area. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other legal entities. The firm employs fundamental security analysis combined with quantitative risk models and utilizes options and derivatives across various strategies, including tactical allocation and income-focused programs.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Jackson L

Series 63, Series 66, Series 65

Bonita Springs, FL

Lyons Wealth Management

Jackson Lounsberry is a financial advisor at Lyons Wealth Management with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes positions at MoneyBlock and Sia Capital Management LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis with model-driven tactical allocation, routinely using options and derivatives in separately managed accounts.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Austin J

Series 65

Winter Park, FL

Lyons Wealth Management

Austin Jack is a financial advisor at Lyons Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at Lyons Wealth Management and Black Legend Capital. Prior to his advisory career, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm combines fundamental and technical analysis with model-driven tactical allocation and employs options and other derivatives in separately managed accounts.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Alexander R

Series 63, Series 65

Winter Park, FL

Lyons Wealth Management

Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously spent time with Innovation Partners LLC and Csg Capital Advisors LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis alongside model-driven tactical allocation, utilizing derivatives and algorithmic strategies as part of its portfolio management approach.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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