Jeffrey Joseph Westheimer

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

• 05/2015 → Present
  10 Fifteen Consulting
  Los Angeles, CA
• 07/2015 → Present
  Lido Advisors Holding, Llc
  Los Angeles, CA
• 07/2015 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2009-04-01 → 2015-07-22
  Lido Advisors
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

1) OWNER OF 10 FIFTEEN CONSULTING, 755 N BUNDY DRIVE, LOS ANGELES, CA 90049; 05/2015 TO PRESENT; NON INVESTMENT RELATED COMPANY THAT PROVIDES BUSINESS CONSULTING SERVICES; APPROXIMATELY 5 HOURS PER MONTH AND ZERO HOURS DURING TRADING HOURS. 2) MANAGING MEMBER OF LIDO FLAMINGO, LLC AND OAKHURST INVESTMENTS LLC , 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067; 2013 TO PRESENT; INVESTMENT RELATED LIMITED LIABILITY COMPANIES THAT INVESTS DIRECTLY IN REAL ESTATE AND IN LIMITED PARTNERSHIPS THAT INVEST IN REAL ESTATE; APPROX. 1 HOUR PER MONTH AND 0 HOURS DURING TRADING HOURS. 3) MEMBER OF LIDO ADVISORS HOLDING, LLC , 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067; 7/2015 TO PRESENT; HOLDING COMPANY FOR LIDO ADVISORS, LLC, APPROX. 5 HOURS PER MONTH AND 0 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-08