Jonathan Terry has been an investment adviser representative at Lyons Capital Group since May 2025, and is not listed among the firm’s executive officers or direct owners. Jonathan Terry holds a Bachelor's degree in Finance from Louisiana State University Shreveport.
Lyons Capital Group, LLC is a Shreveport, LA firm with $166M under management, 287 clients and 2 advisers in one office, as of its August 2026 filing.
Jonathan Terry is Vice President of Lyons Capital Group. Terry assists Jeff Lyons in creating financial plans, implementing investment strategies and delivering service and communication to clients.
Jonathan Terry’s longest registration was 1 year at Raymond James & Associates, Inc. (2023–2025). Before joining Lyons Capital Group in 2025, Jonathan Terry was registered through Raymond James & Associates, Inc.
- Lyons Capital GroupCurrent– present · 1 yearShreveport, LA · Adviser representative · Firm CRD 335733
- Raymond James & Associates, Inc.– · 1 yearShreveport, LA · Adviser representative · Firm CRD 705
Professional designations
Listed by Lyons Capital Group
- CFP®
- AAMS®
Investment adviser representative registrations
Jonathan Terry is registered as an investment adviser representative in Louisiana, since May 2025.
- LouisianaSince 19 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 October 2023 |
| Series 7TO | General Securities Representative Examination | 11 September 2023 |
| SIE | Securities Industry Essentials Examination | 24 July 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan Edward Terry
- CRD
- 7572261
- Firm
- Lyons Capital Group · CRD 335733
- Office
- 1923 SOUTHERN LOOP, SUITE N, Shreveport, LA 71106
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lyonscapgroup.com
Where does Jonathan Terry work?
Jonathan Terry is an investment adviser representative registered through Lyons Capital Group, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Terry a financial advisor?
Yes. Jonathan Terry has a current investment-adviser registration in Louisiana, through Lyons Capital Group since May 2025.
How many years of experience does Jonathan Terry have?
Jonathan Terry has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Jonathan Terry passed?
Jonathan Terry has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2023.
Where did Jonathan Terry work before Lyons Capital Group?
Before Lyons Capital Group, Jonathan Terry was registered through Raymond James & Associates, Inc., November 2023 to May 2025.
Where is Jonathan Terry based?
Jonathan Terry’s registered office is in Shreveport, LA.
Is Jonathan Terry registered with FINRA?
Yes. Jonathan Terry has a current broker registration, under CRD 7572261.
Source: FINRA BrokerCheck
Is Jonathan Terry a CFP?
Lyons Capital Group lists Jonathan Terry with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Terry’s record?
Search CRD 7572261 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Terry’s full registration record.