Dana Lyons

J. LYONS FUND MANAGEMENT

Deerfield, IL

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CRD#: 4602708

Professional summary

Dana Lyons is a registered financial advisor currently at J. LYONS FUND MANAGEMENT, INC. located in Deerfield, Illinois.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Dana has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Lyons's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 23, 2000 - Present

J. LYONS FUND MANAGEMENT, INC.

RIA

CRD#: 123577

Deerfield, IL

Past

December 23, 2000 - December 31, 2020

J. LYONS FUND MANAGEMENT, INC.

RIA

CRD#: 123577

DEERFIELD, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(12/23/2000)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/1999

Uniform Investment Adviser Law Examination

Current Firm

J. LYONS FUND MANAGEMENT, INC.

CRD#: 123577 / SEC#:

Illinois

Registered Investment Advisory firm - (12/23/1985 Approved)

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Contact information

Main Address

Deerfield, IL

Mailing Address

Phone number

(847) 317-4949

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 5,100,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dana Lyons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Lyons's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. LYONS FUND MANAGEMENT, INC.

J. LYONS FUND MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/1999

Current Firm

J. LYONS FUND MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J. LYONS FUND MANAGEMENT, INC.

TRUST BUT VERIFY

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