Johnathan Lyon

Johnathan Lyon: Email & Phone Number

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Wealth Advisor at Woodlands Wealth Builders|Greater Houston, United States

Position:

Wealth Advisor at Woodlands Wealth Builders

Location:

Greater Houston, United States

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Last updated: 2026-06-11
Updated: 2026-06-11

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Work Experience 6 years

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 4 months.

Their professional focus is Accounting, Account Management, and Analytical Skills across 3 core areas.

Johnathan holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Master of Finance at Colorado State University

Bachelor of Science - BS at Colorado State University

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