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Jacqueline Lyons

Ima Advisory Services, Inc.

Denver, CO

CRD 7915219

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Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Ima Advisory Services, Inc.

1705 17Th Street Suite 100, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-05
  • CO RA
    APPROVED
    Since 2026-08-05

Branch Locations

1705 17Th Street Suite 100, Denver, CO 80202 • 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
Charles Schwab Lone Tree CO 06/2024 08/2024
Charles Schwab & Co., Inc. Lone Tree CO 06/2025 Present
Private Nany Centennial CO 01/2013 04/2025
Rmsl Centennial CO 05/2019 07/2024
Evereve Lone Tree CO 11/2020 01/2022
All Souls Early Learning Center Englewood CO 08/2022 12/2022
Charles Schwab & Co., Inc. Lone Tree CO 06/2024 08/2024
Charles Schwab & Co., Inc. Lone Tree CO 06/2025 Present
Ima-Syntrinsic Denver CO 06/2026 Present
  • 06/2024 → 08/2024
    Charles Schwab
    Lone Tree, CO
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 01/2013 → 04/2025
    Private Nany
    Centennial, CO
  • 05/2019 → 07/2024
    Rmsl
    Centennial, CO
  • 11/2020 → 01/2022
    Evereve
    Lone Tree, CO
  • 08/2022 → 12/2022
    All Souls Early Learning Center
    Englewood, CO
  • 06/2024 → 08/2024
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2026 → Present
    Ima-Syntrinsic
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-05
S63 Uniform Securities Agent State Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-05
  • S63 Uniform Securities Agent State Law Examination
    2025-09-11

View on SEC IAPD

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