Forum Financial Management, LP
Jaden Lyons serves as a Client Service Associate at Forum Financial Management, LP since June 2022, contributing to the firm's mission of helping investors build, manage, and preserve wealth through various financial services. Prior experience includes membership in Delta Sigma Pi, a professional fraternity focused on business studies and student advancement, and a role as a Public Services Student Assistant at the Cal Lutheran University Pearson Library. In addition, Jaden completed a summer internship at Mutual Advisors, LLC in 2021. Jaden holds a Bachelor of Science degree in Business Administration with a concentration in Finance from California Lutheran University.
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Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Employees
51-200