Johnathan P Lyon

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2015 → 04/2020
  Unemployed
  The Woodlands, TX
• 05/2020 → 07/2020
  Woodlands Wealth Builders
  The Woodlands, TX
• 08/2020 → 04/2021
  Full-Time Education
  Fort Collins, CO
• 05/2021 → 07/2021
  Woodlands Wealth Builders
  The Woodlands, TX
• 08/2021 → 04/2022
  Full-Time Education
  Fort Collins, CO
• 05/2022 → 07/2022
  Woodlands Wealth Builders
  The Woodlands, TX
• 08/2022 → 04/2024
  Full-Time Education
  Fort Collins, CO
• 05/2024 → 08/2024
  Woodlands Wealth Builders
  The Woodlands, TX
• 09/2024 → Present
  Full-Time Education
  Fort Collins, CO
• 06/2024 → Present
  Lpl Financial
  The Woodlands, TX

Other Businesses

1) 03/2025 - Woodlands Wealth Builders / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) -

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04

Other Names

• Johnathan P Lyon