Robert Lyman has been Shareholder, President, Director & Chief Compliance Officer of Johnson Lyman since July 2014, is a control person of the firm and directly owns 75% or more of it. Robert Lyman holds a Master's degree in engineering from the University of California, Berkeley. Robert Lyman studied at Princeton University.
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.
Rob Lyman is President & Wealth Advisor of Johnson Lyman Wealth Advisors. He is President and principal architect of the firm's Wealth Management service and serves as lead advisor for all of the firm's clients. After college, he spent 18 years in local tech companies, including startups and mature companies, before transitioning to advising.
- – present · 16 yearsLos Altos, CA · Adviser representative · Firm CRD 150150
Professional designations
Listed by Johnson Lyman
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- NAPFA-Registered Financial Advisor
Investment adviser representative registrations
Robert Lyman is registered as an investment adviser representative in California, since December 2009.
- CaliforniaSince 17 December 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert A Lyman
- CRD
- 4697601
- Firm
- Johnson Lyman · CRD 150150
- Role
- Shareholder, President, Director & Chief Compliance Officer
- Office
- 4966 EL CAMINO REAL, SUITE 109, Los Altos, CA 94022
- Registration
- Investment adviser registration
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jlwealth.com
Where does Robert Lyman work?
Robert Lyman has been Shareholder, President, Director & Chief Compliance Officer of Johnson Lyman, Inc. since July 2014, and is a control person of the firm.
Is Robert Lyman a financial advisor?
Yes. Robert Lyman has a current investment-adviser registration in California, through Johnson Lyman since December 2009.
How many years of experience does Robert Lyman have?
Robert Lyman has 16 years in the financial industry, since December 2009, across 1 adviser firm.
What exams has Robert Lyman passed?
Robert Lyman passed the Series 65 in July 2003.
Where is Robert Lyman based?
Robert Lyman’s registered office is in Los Altos, CA.
Is Robert Lyman registered with FINRA?
No. Robert Lyman has no current broker registration.
Is Robert Lyman a CFP?
Johnson Lyman lists Robert Lyman with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Lyman’s record?
Search CRD 4697601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Lyman’s full registration record.