Morgan Stanley
47yrs
Top advisor by experience in Deerfield
27yrs
Dana Lyons
Financial advisor at J. Lyons Fund Management
Dana Lyons has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Deerfield, Illinois. Dana joined J. Lyons Fund Management in 2000, a firm offering investment management. J. Lyons Fund Management reports being paid through a percentage of assets.
One of 481 advisors with offices in Deerfield, and one of 451 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeDeerfield, IL
How the firm is paid ?Percent of assets
Typical client at the firm ?$255,000
Advisors at the firm2
States licensed ?1 state
Services through J. Lyons Fund Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsMarket timing
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2000 – nowJ. Lyons Fund Management, Inc.Current firm
Contact Dana
(847) 317-4949J. Lyons Fund Management main office Deerfield, ILOffice · Get directions X (Twitter) pageJ. Lyons Fund ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dana
Tailored to Dana’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Dana
How do I contact Dana?
Call J. Lyons Fund Management at (847) 317-4949 and ask for Dana Lyons. Dana works from the Deerfield, IL office.
How long has Dana been a financial advisor?
Dana has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Dana hold?
Series 65. Tap any license on this page to see what it allows.
Is Dana a fiduciary?
Dana is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dana paid?
J. Lyons Fund Management reports being paid by a percentage of the assets they manage. Ask Dana 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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