Jeroen
Linders

Lyons Wealth Management

CRD#6473178
Investment Advisor
in Winter Park, FL

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About this Advisor

Jeroen Linders is a financial advisor based in Winter Park, Florida, working with Lyons Wealth Management. Jeroen has previously held positions at Phi Inc, Lyons Wealth Management, and Helicopters Inc. Jeroen has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jeroen is part of Lyons Wealth Management, which operates out of Winter Park, Florida. The firm has 7 employees and manages assets totaling $159.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Lyons Wealth Management includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

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

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Lyons Wealth Management Brokerage Details

Total Assets Under Management

$159,658,690

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

139

FL Average: 2,474
Average Account Size

$1,148,624

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Jeroen Linders Work History

2017 - Present (7 years)

Lyons Wealth Management

2015 - Present (9 years)

Helicopters Inc

2015 - 2015 (< 1 year)

Lyons Wealth Management

2014 - 2015 (1 year)

Phi Inc

Disclosures

Please visit the SEC profile of Jeroen Linders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lyons Wealth Management

Jeroen Linders
Winter Park, FL
Alan Jardeleza
Winter Park, FL
Matthew Ferratusco
Winter Park, FL
Corey Roun
Winter Park, FL
Alexander Read
Winter Park, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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