Jeff began his career with Morgan Keegan in 2010 which was shortly thereafter acquired by Raymond James. Growing up with a dad as a financial advisor, he feels as though he has been doing this his whole life. Although there are many areas of wealth management, Jeff’s main areas of focus are private clients, investment management, retirement planning for individuals and businesses, life insurance, education planning, and estate planning.

In July of 2016, Jeff successfully completed the Certified Financial Planner^™ program and is now a registered CFP^®. This designation along with the AAMS (Accredited Asset Management Specialist), and WMS (Wealth Management Specialist) have equipped Jeff with a great depth of knowledge to serve his clients encompassing investments, insurance, tax, retirement, and estate planning issues. In May of 2018, Jeff was named to Raymond James “40 Under 40”. Again in 2019, Jeff was selected for this prestigious “40 Under 40”recognition. In July of 2018, Jeff was 1 of 5 financial advisors in Louisiana named to the Forbes List of America’s Top Next Generation Advisors. The 2019 Forbes List of America’s Top Next Generation Best In-State Advisors placed Jeff as the #2 advisor in the state of Louisiana.

Jeff graduated from Louisiana State University in Shreveport May of 2010 with a Bachelor’s Degree in Business Marketing. His passion is serving the Lord and he is actively involved in doing so at Northpoint Community Church, Highland Community Church and Kairos Prison ministry for the David Wade Correctional Center. He loves teaching God’s Word and helping people through all walks of life. Jeff teaches a biblical financial course at Shreveport Community Church and loves to help people better understand the complicated financial world we live in. He enjoys spending his free time with his family and friends, cooking, and playing golf. Jeff has happily married to the love of his life, Christiana, since November 2017. In January 2020, they welcomed their daughter, Addison Blake Lyons, into the world.

The Raymond James 40 under 40 conference honors the top 40 advisors under age 40 from Raymond James & Associates and Alex. Brown based on a point system. Points are obtained through production, assets under management, net new assets and credentials. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Data provided by SHOOK^TM Research, LLC as of 3/31/2018.

SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.

For more information see www.SHOOKresearch.com.

SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.