Austin Jack
Investment adviser representative at Lyons Wealth Management
11 yearsExperience
2 statesRegistered in
$109.1MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Lyons Wealth ManagementAug 2025 to now
- Black Legend CapitalApr 2025 to Aug 2025
- Lyons Wealth ManagementJan 2023 to Apr 2025
- Truventic, LLCMay 2021 to Nov 2021
- Publix SupermarketsApr 2014 to Feb 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Lyons Wealth Management
Legal name: Lyons Wealth Management, LLC
$109.1MAssets managed
112Clients
4Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8146068
- Firm CRD
- 150581