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James M. Lyon
James M. "Jim" Lyon, CFA
Financial Advisor
  • Portfolio Manager, Portfolio Management Program
  • Chartered Financial Analyst (CFA)
3011 Townsgate Road
Suite 300, Westlake Park Place
Westlake Village, CA 91361
805-367-3630
310-991-1616
805-367-3700 fax
james.lyon@ubs.com

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs - listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Throughout our relationship, I will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be, and your risk tolerance for getting there. This understanding, combined with my knowledge will help us effectively work together toward your goals for today and in the future.  

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Lending Solutions Circular Lending_Circular.pdf (410kb)
Jet Financing Circular jet_circular.pdf (192kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
The Decade Ahead: at-a-glance decade_ahead_magazine.pdf (746kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
Fixed Income Circular Fixed_Income_Circular.pdf (172kb)
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf (56kb)
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