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Jeremy Alan Lyons

Merkle Retirement Planning

Grimes, IA

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Current Employers
Merkle Retirement Planning

1860 Se Princeton Dr, Grimes, IA 50111 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-08-15
  • IA RA
    APPROVED
    Since 2023-08-15

Branch Locations

1860 Se Princeton Dr, Grimes, IA 50111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Urbandale IA 02/2013 05/2019
Advantage Investment Management Llc West Des Moines IA 02/2015 09/2018
Independent Financial Partners Urbandale IA 09/2018 01/2020
Ifp Securities, Llc Urbandale IA 05/2019 01/2020
J. Lyons Capital, Llc Urbandale IA 01/2020 Present
  • 02/2013 → 05/2019
    Lpl Financial Llc
    Urbandale, IA
  • 02/2015 → 09/2018
    Advantage Investment Management Llc
    West Des Moines, IA
  • 09/2018 → 01/2020
    Independent Financial Partners
    Urbandale, IA
  • 05/2019 → 01/2020
    Ifp Securities, Llc
    Urbandale, IA
  • 01/2020 → Present
    J. Lyons Capital, Llc
    Urbandale, IA
Previous Registrations
  • 2020-01-30 → 2022-03-31
    J. Lyons Capital
    Urbandale, IA
  • 2018-09-28 → 2020-02-03
    Independent Financial Partners
    Urbandale, IA
  • 2018-09-05 → 2018-10-02
    Advantage Investment Management, Llc
    West Des Moines, IA
  • 2015-02-06 → 2018-09-04
    Advantage Investment Management, Llc
    West Des Moines, IA
  • 2013-02-11 → 2015-10-28
    Lpl Financial Llc
    Ames, IA
    West Des Moines, IA
    Urbandale, IA
  • 2014-08-07 → 2015-05-06
    Balefire, Llc
    Ames, IA
  • 2008-01-28 → 2013-02-19
    Ameriprise Financial Services, Llc
    Mason City, IA
    Minneapolis, MN
    Boone, IA
    West Des Moines, IA
    Ames, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-25
S63 Uniform Securities Agent State Law Examination 2007-02-16
  • S65 Uniform Investment Adviser Law Examination
    2008-01-25
  • S63 Uniform Securities Agent State Law Examination
    2007-02-16

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
COMPOUND PLANNING, INC.
APEXEDGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT WEALTH NETWORK, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

LOREN JAMES MERKLE
Melissa Ann Gray
ALISHA LYNNE MULLIN
Stacey Lynn Perkins
Haley Lauren Danforth
Allyson Elizabeth Martens
Brady M Auderer
Katharine Bertness

Other Offices

U.S. BANCORP ADVISORS, LLC · Grimes, IA
COMPOUND PLANNING, INC. · Johnston, IA
APEXEDGE LLC · GRIMES, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Grimes, IA
CETERA INVESTMENT ADVISERS LLC · Johnston, IA
INDEPENDENT WEALTH NETWORK, INC. · Grimes, IA
EDWARD JONES · GRIMES, IA
AMERIPRISE FINANCIAL SERVICES, LLC · Johnston, IA

More in Grimes, IA

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