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Advisors / Ohio / Columbus
2yrs

Conor Lyons

Financial advisor at J.p. Morgan Securities

Conor Lyons has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Columbus, Ohio. Conor joined J.p. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.

One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.

Columbus, OHFiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeColumbus, OH
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state

Services through J.p. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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 66Uniform Combined State Law Examination

Career

  1. Nov 2024 – now

Questions to ask Conor

Tailored to Conor’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Conor

How do I contact Conor?

Call J.p. Morgan Securities at 800-999-2000 and ask for Conor Lyons. Conor works from the Columbus, OH office.

How long has Conor been a financial advisor?

Conor has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Conor hold?

Series 66. Tap any license on this page to see what it allows.

Is Conor a fiduciary?

Conor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Conor paid?

J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Conor 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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