Alek Christensen

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

• 11/2020 → 06/2022
  E*Trade Securities Llc
  Alpharetta, GA
• 09/2020 → 11/2020
  G Squared Funding
  Sandy Springs, GA
• 04/2018 → 08/2019
  Amici's Restaurant
  Macon, GA
• 06/2019 → 07/2019
  Elliott Davis, Llc
  Augusta, GA
• 06/2022 → 09/2025
  J.P. Morgan Securities Llc
  Atlanta, GA
• 06/2022 → 09/2025
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA
• 11/2020 → 06/2022
  Morgan Stanley
  Alpharetta, GA
• 09/2019 → 08/2020
  Unemployed
  Aiken, SC
• 12/2018 → 12/2018
  Express Employment Professionals
  Cumming, GA
• 09/2017 → 03/2018
  Unemployed
  Suwanee, GA
• 05/2017 → 08/2017
  Clubcorp
  Suwanee, GA
• 07/2014 → 04/2017
  Unemployed
  Suwanee, GA
• 09/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2022-09-07 → 2025-09-28
  J.P. Morgan Securities Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Roswell, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-02
• S63 Uniform Securities Agent State Law Examination
  2021-06-14

Other Names

• Alek H Christensen