Jeffrey Douglas Bjornson

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 09/2019
  Hd Vest
  Irving, TX
• 03/2020 → 11/2022
  Alpine Private Capital, Llc
  Saint Louis, MO
• 06/2020 → 11/2022
  Imst Distributors, Llc
  Clayton, MO
• 10/2019 → 03/2020
  Looking For Work
  St. Louis, MO
• 11/2022 → 04/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 04/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2023-06-29 → 2025-04-29
  Cetera Investment Advisers Llc
  Chesterfield, MO
  Chesterfield, MO
  El Segundo, CA
• 2022-12-01 → 2023-06-29
  Cetera Wealth Services, Llc
  El Segundo, CA
  Chesterfield, MO
  Chesterfield, MO
• 2020-05-01 → 2022-11-17
  Alpine Private Wealth
  Saint Louis, MO
• 2005-07-05 → 2006-03-31
  1St Global Advisors Inc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2004-04-12
• S63 Uniform Securities Agent State Law Examination
  1999-02-16

Designations

• Certified Financial Planner

Other Names

• Jeffrey Douglas Bjornson