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JL

Jeroen Linders

LYONS WEALTH MANAGEMENT
WINTER PARK, FL
·CRD# 6473178·11 years experience

Professional Summary

Jeroen Linders, who also goes by Jeroan Linders, is a registered financial advisor currently at LYONS WEALTH MANAGEMENT located in Winter Park, Florida. Jeroen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeroen has worked at 1 firm and has passed the Series 65 and Series 3 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeroan Linders

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

LYONS WEALTH MANAGEMENT·CRD# 150581
RIA
280 W. Canton Ave Ste 430, Winter Park, FL 32789
April 28, 2026 - Present
LYONS WEALTH MANAGEMENT·CRD# 150581
RIA
Winter Park, FL
November 14, 2017 - December 31, 2025
LYONS WEALTH MANAGEMENT·CRD# 150581
RIA
Winter Park, FL
June 19, 2015 - November 4, 2015

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Current Firm

LW
LYONS WEALTH MANAGEMENT

LYONS WEALTH MANAGEMENT | MJ INVESTING ADVISORS | MEERKAT HEDGE PARTNERS FUND LP | LYONS WEALTH MANAGEMENT, LLC

CRD#: 150581 / SEC#: 801-70437
RIA
Registered Investment Advisory firm - SEC (7/28/2009 Approved)
Ohio
Registered Investment Advisory firm - Ohio (1/27/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

280 W. Canton Ave Ste 430, Winter Park, FL 32789

Phone Number

(407) 951-8710

# of Employees

4

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LYONS ADV PART II 03.31.25 (4/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

112

AUM (Assets Under Management)

$109,121,693

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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.

Helicopters Inc.; not investment related; Orlando, FL; Pilot; 10/2015; 40 hrs per month; 15 hrs during trading; I'm responsible for flying Sky6, Sky9 and Chopper 2 in the Orlando area to breaking news in a responsible and safe manner. I am responsible for making sure the aircraft remains clean and mission ready with all required maintenance. I work with news managers to coordinate coverage and maintain accurate records of daily flight activity. I also participate in special projects and perform other duties as assigned.

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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".
LW
LYONS WEALTH MANAGEMENT

LYONS WEALTH MANAGEMENT | MJ INVESTING ADVISORS | MEERKAT HEDGE PARTNERS FUND LP | LYONS WEALTH MANAGEMENT, LLC

CRD#: 150581 / SEC#: 801-70437
RIA
Registered Investment Advisory firm - SEC (7/28/2009 Approved)
Ohio
Registered Investment Advisory firm - Ohio (1/27/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(4/28/2026)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2015About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Feb 2018About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jeroen Linders's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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