Jacqueline Lyons
Professional summary
Jacqueline Lyons, who also goes by Jackie Lyons, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Beaverton, Oregon and IMST DISTRIBUTORS, LLC located in Beaverton, Oregon.
Jacqueline is registered as a RR (Registered Representative) and started their career in finance in 2007. Jacqueline has worked at 14 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Lyons's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2025 - Present
FORESIDE FINANCIAL SERVICES, LLC
October 23, 2025 - Present
IMST DISTRIBUTORS, LLC
October 23, 2025 - Present
STERLING CAPITAL DISTRIBUTORS, LLC
October 23, 2025 - Present
QUASAR DISTRIBUTORS, LLC
October 23, 2025 - Present
FORESIDE FUND SERVICES, LLC
October 23, 2025 - Present
NORTHERN FUNDS DISTRIBUTORS, LLC
October 23, 2025 - Present
MGI FUNDS DISTRIBUTORS, LLC
October 23, 2025 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
October 23, 2025 - Present
PARNASSUS FUNDS DISTRIBUTOR, LLC
October 23, 2025 - Present
FORESIDE DISTRIBUTION SERVICES, L.P.
October 23, 2025 - Present
FUNDS DISTRIBUTOR, LLC
April 2, 2018 - July 3, 2025
LPL FINANCIAL LLC
April 2, 2018 - July 3, 2025
LPL FINANCIAL LLC
October 19, 2016 - January 2, 2018
NATIONAL PLANNING CORPORATION
October 18, 2016 - January 2, 2018
NATIONAL PLANNING CORPORATION
February 25, 2010 - October 24, 2016
LPL FINANCIAL LLC
February 16, 2010 - October 24, 2016
LPL FINANCIAL LLC
August 17, 2007 - April 14, 2009
WADDELL & REED
July 6, 2007 - April 14, 2009
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
FUNDS DISTRIBUTOR, LLC
CRD#: 7174 / SEC#: , 8-20518
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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