Jonathan E. Terry

LYONS CAPITAL GROUP

SHREVEPORT, LA 71106

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CRD#: 7572261

Professional summary

Jonathan Edward Terry is a registered financial advisor currently at LYONS CAPITAL GROUP located in Shreveport, Louisiana and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jonathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

1.) LYONS CAPITAL GROUP LLC - 5/15/25 - 1923 Southern Loop, Unit N, Shreveport, LA 71106 - Financial Advisor/Vice President, Sales, Invt Rel, RIA firm, 160 hrs/mo; 160 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Edward Terry'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®

None

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

November 9, 2023 - May 16, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

SHREVEPORT, LA

Past

September 11, 2023 - May 16, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

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

Louisiana
(5/15/2025)

IAR

Louisiana
(5/19/2025)

New Jersey
(5/15/2025)

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: 10/27/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/24/2023

Securities Industry Essentials 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.

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Advisor Monitoring

Firm Stability Insights

Jonathan E. Terry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Edward Terry's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

LYONS CAPITAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2023

Series 7TO

Date: 9/11/2023

SIE

Date: 7/24/2023

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

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