Jason
Lyons
Rmr Wealth Builders, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Lyons is a financial advisor working in Montclair, New Jersey who has 1 year of industry experience. Lyons is on the advisory team at Rmr Wealth Builders, Inc. During their career, the advisor has held roles at Rmr Wealth Builders, Inc, Rondon Allstate Insurance Services, Seton Hall University, Bayonne High School and Washington Community School. Lyons holds a Series 65 license, designating them as an investment advisor representative, and is able to work in New Jersey. Rmr Wealth Builders, Inc is a financial advisory firm operating out of Montclair, NJ. The company has offices in 24 locations and a total of 42 financial advisors. It oversees $1 billion in assets under management among its 2,786 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 2,786 customer accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Rmr Wealth Builders, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on the services. However, fee types billed by Rmr Wealth Builders, Inc most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Rmr Wealth Builders, Inc Brokerage Details
$1,109,903,668
42
2,786
$398,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Lyons Work History
Jason has been registered as a financial advisor for 1 years.*
Rmr Wealth Builders, Inc
Seton Hall University
Rondon Allstate Insurance Services
Bayonne High School
Washington Community School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Lyons 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 Rmr Wealth Builders, Inc
Bakersfield, CA
Montclair, NJ
Boca Raton, FL
Montclair, NJ
Montclair, NJ
Montclair, NJ
Montclair, NJ
Montclair, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
