Jackson Lounsberry has been an investment adviser representative at Lyons Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners. Jackson Lounsberry studied at Northwestern University.
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.
Jackson Lounsberry is Investment Advisor of Lyons Wealth Management. Since 1997 he has served as a Financial Advisor, beginning his career at a Midwest regional bank, where he spent ten years. He then spent twenty years as a financial advisor, including fifteen years specializing in the management of institutional funds. He now helps high net worth individuals with income generation strategies, particularly those with concentrated asset holdings.
Jackson Lounsberry’s longest registration was 4 years at Wayne Hummer Asset Management Company (2002–2006). Before joining Lyons Wealth Management in 2026, Jackson Lounsberry was registered through Sia-Summit Investment Advisors and Brokersxpress LLC.
- Lyons Wealth ManagementCurrent– present · under a yearBonita Springs, FL · Adviser representative · Firm CRD 150581
- Sia-Summit Investment Advisors– · under a yearSouthlake, TX · Adviser representative · Firm CRD 150607
- Brokersxpress LLC– · 4 yearsEagle, CO · Adviser representative · Firm CRD 127081
- JMG Capital Advisors, LLC– · under a yearAurora, IA · Adviser representative · Firm CRD 143504
- Wayne Hummer Investments L.L.C.– · under a yearEagle, CO · Adviser representative · Firm CRD 875
- Wayne Hummer Asset Management Company– · 4 yearsCedar Falls, IA · Adviser representative · Firm CRD 110757
Investment adviser representative registrations
Jackson Lounsberry is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 18 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 1997 |
| Series 7 | General Securities Representative Examination | 17 May 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jackson John Lounsberry
- CRD
- 2890878
- Firm
- Lyons Wealth Management · CRD 150581
- Office
- Bonita Springs, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lp.lyonswealth.com
Where does Jackson Lounsberry work?
Jackson Lounsberry is an investment adviser representative registered through Lyons Wealth Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Lounsberry a financial advisor?
Yes. Jackson Lounsberry has a current investment-adviser registration in Florida, through Lyons Wealth Management since August 2026.
How many years of experience does Jackson Lounsberry have?
Jackson Lounsberry has 20 years in the financial industry, since October 2006, across 6 adviser firms.
What exams has Jackson Lounsberry passed?
Jackson Lounsberry has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in May 1997. FINRA credited Jackson Lounsberry with the SIE, which began in October 2018.
Where did Jackson Lounsberry work before Lyons Wealth Management?
Before Lyons Wealth Management, Jackson Lounsberry was registered through Sia-Summit Investment Advisors, October 2013 to March 2014; Brokersxpress LLC, December 2007 to September 2012; JMG Capital Advisors, LLC, July 2007 to March 2008; Wayne Hummer Investments L.L.C., January 2007 to December 2007; Wayne Hummer Asset Management Company, January 2002 to December 2006.
Where is Jackson Lounsberry based?
Jackson Lounsberry’s registered office is in Bonita Springs, FL.
Is Jackson Lounsberry registered with FINRA?
No. Jackson Lounsberry has no current broker registration.
How can I verify Jackson Lounsberry’s record?
Search CRD 2890878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Lounsberry’s full registration record.