Jeremy Lyons has been an investment adviser representative at Elite Retirement Planning since August 2023, and is not listed among the firm’s executive officers or direct owners.
Elite Retirement Planning, LLC is a Grimes, IA firm with $569M under management, 1,019 clients and 10 advisers in one office, as of its March 2026 filing.
Jeremy Lyons’ longest registration was 5 years at Ameriprise Financial Services, Inc. (2008–2013). Before joining Elite Retirement Planning in 2023, Jeremy Lyons was registered through J. Lyons Capital and Independent Financial Partners.
- Merkle Retirement PlanningCurrent– present · 3 yearsGrimes, IA · Adviser representative · Firm CRD 297942
- J. Lyons Capital– · 2 yearsUrbandale, IA · Adviser representative · Firm CRD 306772
- Independent Financial Partners– · 1 yearUrbandale, IA · Adviser representative · Firm CRD 125112
- Advantage Investment Management, LLC– · 3 yearsWest Des Moines, IA · Adviser representative · Firm CRD 146236
- Visionpoint Advisory Group– · under a yearAmes, IA · Adviser representative · Firm CRD 168733
- LPL Financial LLC– · 2 yearsUrbandale, IA · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 5 yearsClive, IA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jeremy Lyons is registered as an investment adviser representative in Iowa, since August 2023.
- IowaSince 15 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 2007 |
| Series 7 | General Securities Representative Examination | 12 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Alan Lyons
- CRD
- 5276280
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremy Lyons work?
Jeremy Lyons is an investment adviser representative registered through Elite Retirement Planning, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Lyons a financial advisor?
Yes. Jeremy Lyons has a current investment-adviser registration in Iowa, through Elite Retirement Planning since August 2023.
How many years of experience does Jeremy Lyons have?
Jeremy Lyons has 18 years in the financial industry, since June 2008, across 7 adviser firms.
What exams has Jeremy Lyons passed?
Jeremy Lyons has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2007. FINRA credited Jeremy Lyons with the SIE, which began in October 2018.
Where did Jeremy Lyons work before Elite Retirement Planning?
Before Elite Retirement Planning, Jeremy Lyons was registered through J. Lyons Capital, January 2020 to March 2022; Independent Financial Partners, September 2018 to February 2020; Advantage Investment Management, LLC, February 2015 to October 2018; Visionpoint Advisory Group, August 2014 to May 2015; LPL Financial LLC, February 2013 to October 2015; Ameriprise Financial Services, Inc., January 2008 to February 2013.
Where is Jeremy Lyons based?
Jeremy Lyons’ registered office is in Grimes, IA.
Is Jeremy Lyons registered with FINRA?
No. Jeremy Lyons has no current broker registration.
How can I verify Jeremy Lyons’ record?
Search CRD 5276280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Lyons’ full registration record.