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Johnathan Lyon's email & phone

Position:Wealth Advisor at Woodlands Wealth Builders
Experience:6 years
Location:Spring, Texas, United States

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Work Experience

Wealth Advisor at Woodlands Wealth Builders

Jul 2025 - Current

Portfolio Manager at CSU College of Business | Finance & Real Estate Dept

Jan 2025 - May 2025

Unregistered Assistant at Woodlands Wealth Builders

May 2024 - Aug 2024

Reporting Coordinator at CSU Summit Fund

Jan 2024 - May 2024

Analyst Intern at Woodlands Wealth Builders

Jun 2022 - Aug 2022

Analyst Intern at Woodlands Wealth Builders

Jun 2021 - Aug 2021

Analyst Intern at Woodlands Wealth Builders

Jun 2020 - Aug 2020

Johnathan Lyon started working in 2020, then the employee has changed 2 companies and 4 jobs. On average, Johnathan Lyon works for one company for 3 months.

Education

Master of Finance at Colorado State University

Bachelor of Science - BS at Colorado State University

Current Company Information Woodlands Wealth Builders

Name: Woodlands Wealth Builders

Speciality: Financial Planning, Retirement Planning, Investments, College Savings Planning, Wealth Management, Estate Planning, Portfolio Management

Location: The Woodlands, Texas, United States

Employees: 1-10

HQ Phone: (281) 681-2800

Description: At Woodlands Wealth Builders, we strive to help our clients work toward financial independence through planning and professional portfolio management. Our affiliation with the nat...

Frequently Asked Questions

What is Johnathan Lyon's minimum period of employment in the companies?

Johnathan Lyon's minimum period of employment in various companies is 2 months.

What is Johnathan Lyon's average duration of employment for different companies?

On average, Johnathan Lyon works for one company for 3 months

What industries has Johnathan Lyon worked in?

Johnathan Lyon works in the Financial Services.

What positions has Johnathan Lyon held before?

Previously, Johnathan Lyon worked as a Portfolio Manager, and Unregistered Assistant, and Reporting Coordinator, and Analyst Intern.

How do I contact Johnathan Lyon?

Johnathan Lyon's email address is j****n@woodlandswealth.com, phone number is +1-***-***-4384. Sign up to get contact details.

Who are Johnathan Lyon's peers at other companies?

Johnathan Lyon's peers at other companies are Isaac Keshishyan and Yusliyana Yusman and Tanner Grech

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