Lyons Wealth Management

Austin Jack is a financial advisor at Lyons Wealth Management in Winter Park, FL, holding a Series 65 designation. He has experience working at Lyons Wealth Management and Black Legend Capital, as well as Truventic, LLC, and a decade-long tenure at Publix Supermarkets prior to entering the financial industry. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other legal entities. The firm employs a combination of fundamental security analysis and quantitative risk models across various strategies, including tactical allocation and option-driven income programs.

Alan Jardeleza is a financial advisor at Lyons Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch from 2012 to 2018. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million in discretionary assets for primarily high-net-worth individuals, trusts, estates, and other entities. The firm employs a combination of fundamental security analysis and quantitative risk models across multiple strategies, including option-driven income programs and tactical allocation, and offers customized investment management, sub-advisory services, and managed mutual fund series.

Alexander Read is a financial advisor at Lyons Wealth Management with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lyons Wealth Management since 2009, with prior roles at CSG Capital Advisors LLC and Innovation Partners LLC. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other entities. The firm employs a combination of fundamental security analysis and quantitative risk models across multiple strategies, including tactical allocation and option-driven income programs, and provides customized investment management, sub-advisory services, and managed mutual-fund offerings.