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RIA / WealthAdvisor29 years in industry

JACKSON JOHN LOUNSBERRY

Advisor at LYONS WEALTH MANAGEMENT

WINTER PARK, FL | Bonita Springs, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LYONS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: May 29, 1997
First registration: Jan 15, 2002
Dual registered: no
IAPD individual key: 2890878

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LYONS WEALTH MANAGEMENT	Independent wealth	Aug 18, 2026	n/a	yes	Bonita Springs, FL\|WINTER PARK, FL	Current employment
SIA-SUMMIT INVESTMENT ADVISORS	n/a	Oct 1, 2013	Mar 31, 2014	no	SOUTHLAKE, TX	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Dec 10, 2007	Sep 10, 2012	no	CHICAGO, IL\|CHICAGO, IL\|EAGLE, CO\|CHICAGO, IL\|EAGLE, CO\|NEWBURY PARK, CA\|EAGLE, CO	Previous registration
JMG CAPITAL ADVISORS, LLC	n/a	Jul 20, 2007	Mar 25, 2008	no	AURORA, IA	Previous registration
WINTRUST INVESTMENTS	Former SEC adviser	Jan 8, 2007	Dec 21, 2007	no	EAGLE, CO\|WATERLOO, IA	Previous registration
GREAT LAKES ADVISORS, LLC	Other adviser	Jan 15, 2002	Dec 31, 2006	no	CEDAR FALLS, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SIA-SUMMIT INVESTMENT ADVISORS	LYONS WEALTH MANAGEMENT	Mar 31, 2014	Aug 18, 2026	4,523	Firm change after gap	Other
BROKERSXPRESS LLC	SIA-SUMMIT INVESTMENT ADVISORS	Sep 10, 2012	Oct 1, 2013	386	Firm change	Other
JMG CAPITAL ADVISORS, LLC	BROKERSXPRESS LLC	Mar 25, 2008	Dec 10, 2007	-106	Firm change after gap	Other
WINTRUST INVESTMENTS	JMG CAPITAL ADVISORS, LLC	Dec 21, 2007	Jul 20, 2007	-154	Firm change after gap	Other
GREAT LAKES ADVISORS, LLC	WINTRUST INVESTMENTS	Dec 31, 2006	Jan 8, 2007	8	Firm change	Other

Relationships

Registered with (6)

→ LYONS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 18, 2026 to presentfactForm ADV
→ SIA-SUMMIT INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2013 to Mar 31, 2014factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Dec 10, 2007 to Sep 10, 2012factForm ADV
→ JMG CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 20, 2007 to Mar 25, 2008factForm ADV
→ WINTRUST INVESTMENTSRegistered adviserregistration: previous registration
Jan 8, 2007 to Dec 21, 2007factForm ADV
→ GREAT LAKES ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 15, 2002 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.