Lee Wayne Lyon

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  J.W. Cole Financial, Inc.
  Jacksonville, FL
• 01/2006 → Present
  Jonathan Roberts Advisory Group
  Jacksonville, FL

Previous Registrations

• 2005-12-15 → 2006-01-19
  Cincinnati Analysts, Inc.
  Jacksonville, FL

Other Businesses

1)A)LYON INVESTMENT SERVICES/DBA C)SAME AS BRANCH D) MARKETING OF FINANCIAL SERVICES & INSURANCE E)PRESIDENT G) 160 HRS PER MONTH H)160 HRS DURING TRADING K)CLIENT INVOLVED

Exams

• S66 Uniform Combined State Law Examination
  2005-12-13
• S63 Uniform Securities Agent State Law Examination
  1996-08-20