Rebecca Lyman has been an investment adviser representative at Johnson Lyman since September 2022, and is not listed among the firm’s executive officers or direct owners. Rebecca Lyman holds a B.S. degree in Civil & Structural Engineering from the University of California, Berkeley.
Johnson Lyman, Inc. is a Los Altos, CA firm with $202M under management, 57 clients and 2 advisers in one office, as of its March 2026 filing.
Becca Lyman is Service Advisor of Johnson Lyman Wealth Advisors. She is responsible for executing day-to-day wealth-management services for the firm's clients. After college, she spent 10 years in construction management at a large general contractor in the Bay Area, and worked for 2 years with a large Japanese general contractor in Tokyo.
- – present · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 150150
Professional designations
Listed by Johnson Lyman
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Rebecca Lyman is registered as an investment adviser representative in California, since September 2022.
- CaliforniaSince 18 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rebecca Katherine Lyman
- CRD
- 7609189
- Firm
- Johnson Lyman · CRD 150150
- Office
- San Francisco, CA
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jlwealth.com
Where does Rebecca Lyman work?
Rebecca Lyman is an investment adviser representative registered through Johnson Lyman, Inc. since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Rebecca Lyman a financial advisor?
Yes. Rebecca Lyman has a current investment-adviser registration in California, through Johnson Lyman since September 2022.
How many years of experience does Rebecca Lyman have?
Rebecca Lyman has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Rebecca Lyman passed?
Rebecca Lyman passed the Series 65 in July 2022.
Where is Rebecca Lyman based?
Rebecca Lyman’s registered office is in San Francisco, CA.
Is Rebecca Lyman registered with FINRA?
No. Rebecca Lyman has no current broker registration.
Is Rebecca Lyman a CFP?
Johnson Lyman lists Rebecca Lyman with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rebecca Lyman’s record?
Search CRD 7609189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebecca Lyman’s full registration record.
