Jeffrey Anton Christie

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

• 12/2005 → 12/2018
  Ken Stern & Associates
  San Diego, CA
• 11/2004 → 12/2021
  Asset Planning Solutions, Inc.
  San Diego, CA
• 12/2016 → 12/2018
  Investment Security Corporation
  Calabasas, CA
• 07/2015 → Present
  Lido Advisors, Llc
  San Diego, CA

Previous Registrations

• 2005-12-12 → 2019-01-30
  Ken Stern & Associates Inc
  San Diego, CA
• 2014-03-12 → 2015-07-22
  Lido Advisors
  Beverly Hills, CA
  San Diego, CA

Other Businesses

Licensed as California Insurance Agent for life insurance since 2004. Not actively using or doing business but maintains a valid license.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-29