Jeffrey E. Lyons

LYONS CAPITAL GROUP | Financial Advisor

SHREVEPORT, LA 71106

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CRD#: 5845983

Professional summary

Jeffrey Edward Lyons, CFP®, who also goes by Jeffrey Lyons, is a registered financial advisor currently at LYONS CAPITAL GROUP located in Shreveport, Louisiana and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Life Transitions

Estate Planning

Insurance Planning

Retirement Planning

Tax Planning

Investment Planning

Employee and Employer Plan Ben...

Education Planning

Comprehensive Financial Planni...

Long-term Care

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Lyons

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.

1.) LYONS CAPITAL GROUP LLC - 5/15/25 - 1923 Southern Loop, Unit N, Shreveport, LA 71106 - President, Financial Advisor/Owner, Invt Rel, RIA firm, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) LIFE SETTLEMENT INVESTMENT PARTNERS (LSIP) - 6/1/2025 - 1925 Southern Loop, Unit N, Shreveport, LA 71106 - Using LSIP as an alternate investment for certain clients, No duties other than I will be speaking to clients about this investment and seeing if they want to add it to their portfolio, Not Invt Rel, Life Settlement Investments, 5 hrs/mo; 5 hrs/mo(during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 19, 2025 - Present

LYONS CAPITAL GROUP

Office #1: 1923 Southern Loop Suite N, Shreveport, LA 71106

RIA

CRD#: 335733

SHREVEPORT, LA

Current

May 15, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

February 13, 2013 - May 16, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

SHREVEPORT, LA

Past

February 13, 2013 - May 16, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

SHREVEPORT, LA

Past

November 18, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

SHREVEPORT, LA

Past

November 17, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

SHREVEPORT, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LYONS CAPITAL GROUP

LYONS CAPITAL GROUP | LYONS CAPITAL GROUP, LLC

CRD#: 335733 / SEC#: 801-132580

RIA

Registered Investment Advisory firm - (5/14/2025 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(5/15/2025)

Louisiana
(5/15/2025)

IAR

Louisiana
(5/19/2025)

Missouri
(5/15/2025)

Pennsylvania
(5/15/2025)

Texas
(5/15/2025)

IAR

Texas
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/10/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LYONS CAPITAL GROUP

LYONS CAPITAL GROUP | LYONS CAPITAL GROUP, LLC

CRD#: 335733 / SEC#: 801-132580

RIA

Registered Investment Advisory firm - (5/14/2025 Approved)

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Contact information

Main Address

1923 Southern Loop Suite N, Shreveport, LA 71106

Mailing Address

Phone number

(318) 455-7790

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LYONS CAPITAL GROUP ADV PART 2A 5-15-2025 (5/15/2025)

Regulatory assets under management

Total Number of Accounts	615
AUM (Assets Under Management)	$ 149,879,863

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey E. Lyons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE LEADERS GROUP, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

LYONS CAPITAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2010

FINRA

Current Firm

LYONS CAPITAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYONS CAPITAL GROUP

TRUST BUT VERIFY

Contact information

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