Carol Lens

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:

Current Employers

Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-17
UT	RA	APPROVED	2025-09-16
CA	RA	APPROVED	2025-09-15
TX	RA	APPROVED	2025-09-15

FL RA
APPROVED

Since 2025-09-17
UT RA
APPROVED

Since 2025-09-16
CA RA
APPROVED

Since 2025-09-15
TX RA
APPROVED

Since 2025-09-15

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Salt Lake City	UT	03/2016	12/2016
Wells Fargo Clearing Services, Llc	Salt Lake City	UT	11/2016	12/2016
J.P. Morgan Securities, Llc	Salt Lake City	UT	12/2016	08/2018
Property Executives Llc	Cottonwood Heights	UT	10/2015	Present
Olympus Wealth Management	Cottonwood Heights	UT	02/2020	09/2025
Qualtrics	Provo	UT	08/2018	02/2020
Lido Advisors, Llc	Los Angeles	CA	09/2025	Present

03/2016 → 12/2016

Wells Fargo Advisors, Llc

Salt Lake City, UT
11/2016 → 12/2016

Wells Fargo Clearing Services, Llc

Salt Lake City, UT
12/2016 → 08/2018

J.P. Morgan Securities, Llc

Salt Lake City, UT
10/2015 → Present

Property Executives Llc

Cottonwood Heights, UT
02/2020 → 09/2025

Olympus Wealth Management

Cottonwood Heights, UT
08/2018 → 02/2020

Qualtrics

Provo, UT
09/2025 → Present

Lido Advisors, Llc

Los Angeles, CA

Previous Registrations

2020-03-04 → 2025-09-19

Olympus Wealth Management, Llc

Cottonwood Heights, UT
2016-12-16 → 2018-08-22

J.P. Morgan Securities Llc

Salt Lake City, UT

Salt Lake, UT

Salt Lake City, UT
2016-03-22 → 2017-01-04

Wells Fargo Clearing Services, Llc

Murray, UT

Salt Lake City, UT

Salt Lake City, UT

Salt Lake City, UT
2013-01-10 → 2016-04-11

Morgan Stanley

South Jordan, UT
2011-02-17 → 2011-10-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA
2009-06-01 → 2011-02-11

Morgan Stanley

Walnut Creek, CA
2008-05-01 → 2009-06-01

Morgan Stanley & Co. Llc

Walnut Creek, CA

Other Businesses

PROPERTY EXECS LLC; INV RELATED; SPRINGVILLE, UT; RENTAL PROPERTY; VICE PRESIDENT/100% OWNER WITH SPOUSE; START: 10/2015; 2 HRS/MO; 0 DURING TRADING. VARIOUS OWNERSHIP AND ADMINISTRATIVE TASKS ASSOCIATED WITH RUNNING THE BUSINESS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-30

S66 Uniform Combined State Law Examination

2008-04-30

Designations

Certified Financial Planner

Other Names

Carol Jinkyung Im
Carol Jinkyung Lens
Carol Jinkyung Im
Carol Jinkyungim Lens
Carol J Lens

View on SEC IAPD