Austin Jack has been an investment adviser representative at Lyons Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Lyons Wealth Management, LLC is a Winter Park, FL firm with $109M under management, 112 clients and 3 advisers in one office, as of its April 2026 filing.
- Lyons Wealth ManagementCurrent– present · 1 yearWinter Park, FL · Adviser representative · Firm CRD 150581
Investment adviser representative registrations
Austin Jack is registered as an investment adviser representative in 2 states. The first approvals date from January 2026; the most recent is Florida, in April 2026.
- CaliforniaSince 27 January 2026
- FloridaSince 24 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 March 2024 |
| SIE | Securities Industry Essentials Examination | 22 February 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8146068
- Firm
- Lyons Wealth Management · CRD 150581
- Office
- 280 W. CANTON AVE STE 430, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Austin Jack work?
Austin Jack is an investment adviser representative registered through Lyons Wealth Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Austin Jack a financial advisor?
Yes. Austin Jack has a current investment-adviser registration in California and Florida, through Lyons Wealth Management since January 2026.
How many years of experience does Austin Jack have?
Austin Jack has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Austin Jack passed?
Austin Jack has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2023.
Where is Austin Jack based?
Austin Jack’s registered office is in Winter Park, FL.
Is Austin Jack registered with FINRA?
No. Austin Jack has no current broker registration.
How can I verify Austin Jack’s record?
Search CRD 8146068 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Austin Jack’s full registration record.