Winter Park, FL W Comstock Ave Office
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Lyons Wealth Management
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About
Lyons Wealth Management provides discretionary investment management to individuals, associated trusts and estates, pension and profit‑sharing plans, and other legal entities. The firm offers customized portfolios and advisory services across a range of strategies — including core income, tactical allocation, options income and algorithmic overlay — and also delivers model portfolios to third‑party platforms and acts as a sub‑advisor to other registered advisers and wrap programs.
The firm combines fundamental and technical security analysis with quantitative risk models and option‑based strategies, using tools such as covered calls, collars, systematic algo trading, and portfolio margin to pursue income and tactical risk management. Lyons also manages nontraditional holdings for certain clients, including private fund interests and digital assets held in custody by a third‑party trust provider, and makes its strategies available to other advisers via model marketplaces.
Several features distinguish Lyons from many peers: an affiliated commodity trading business registered as a CTA, arrangements with an affiliated investment adviser that manages a small‑cap sleeve, sponsorship and sub‑advisory roles for private fund vehicles, and a principal who is a registered representative of an unaffiliated broker‑dealer that distributes a private fund held in IRAs — all of which the firm discloses and monitors for conflicts. The firm also uses performance‑based fee arrangements for qualified clients and employs derivatives and portfolio margin in separately managed accounts, practices that increase leverage and require additional client approvals and risk consideration.
Based on Lyons Wealth Management
Expertise
Based on Lyons Wealth Management
Location
174 W Comstock Ave Suite 114, 115, & 109
Winter Park FL 32789
Advisors at this office
3
Advisors at this office
Jeroen L
Series 65
Winter Park, FL
Lyons Wealth Management
Jeroen Linders is a financial advisor at Lyons Wealth Management in Winter Park, FL, holding a Series 65 designation with nine years of industry experience. He has been with Lyons Wealth Management since 2015 and is also a pilot for Helicopters Inc., where he is responsible for flying news helicopters and coordinating coverage in the Orlando area. Lyons Wealth Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients. The firm uses a combination of fundamental and technical analysis with quantitative risk models and option-based strategies, offering customized portfolios and model strategies to clients and other advisers.
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 a Series 65 designation and has previously worked at Black Legend Capital and Truventic, LLC. Prior to entering the advisory field, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers customized portfolios and advisory services using a combination of fundamental and technical analysis, quantitative risk models, and options-based strategies to pursue income and tactical risk management.
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 operated Alexander Read Investment Management, Inc. from 1998 to 2009. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental and technical analysis, quantitative risk models, and option-based strategies across a variety of portfolio approaches, including managing alternative assets and offering model portfolios to third-party platforms.
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