Fifth Third Securities
35yrs
Top advisor by experience in Portage
29yrs
Jon Lyons
Full name on record: Jon Christopher Lyons
Financial advisor at First Heartland Consultants
Jon Lyons has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Portage, Indiana. Jon joined First Heartland Consultants in 2001, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 11 advisors with offices in Portage, and one of 11 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in Indiana
Office3141 Willowcreek Road Suite M3, Portage, IN 46368
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$294,916
Advisors at the firm99
States licensed ?1 state
Services through First Heartland Consultants
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2001 – nowFirst Heartland Consultants, Inc.Current firm
Contact Jon
(636) 625-0900Firm headquarters in Lake St. Louis, MO. Ask for Jon. 3141 Willowcreek Road Suite M3Portage, IN 46368Office · Get directions LinkedIn pageFirst Heartland Consultants
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call First Heartland Consultants at (636) 625-0900 and ask for Jon Lyons. Jon works from the Portage, IN office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1997, about 29 years. Top 18% by experience in Indiana.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
First Heartland Consultants reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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