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Inactive

Jack Patrick Kirby

Lido

Los Angeles, CA

San Diego, CA

CRD 6978575

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-29
NM RA APPROVED 2025-07-10
FL RA APPROVED 2025-04-30
CA RA APPROVED 2025-01-02
  • TX RA
    APPROVED_RES
    Since 2025-08-29
  • NM RA
    APPROVED
    Since 2025-07-10
  • FL RA
    APPROVED
    Since 2025-04-30
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

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

11988 El Camino Real Suite 650, San Diego, CA 92130 • 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
OrganizationCityStateFromTo
California Lutheran University Thousand Oaks CA 06/2016 05/2019
Danny's Tutoring Thousand Oaks CA 05/2017 05/2018
Wells Fargo Advisors Westlake Village CA 07/2018 05/2019
Wells Fargo Advisors Westlake Village CA 05/2019 08/2020
California Lutheran University Thousand Oaks CA 08/2019 05/2020
Lido Advisors, Llc Los Angeles CA 08/2020 Present
California Lutheran University Thousand Oaks CA 08/2015 05/2019
  • 06/2016 → 05/2019
    California Lutheran University
    Thousand Oaks, CA
  • 05/2017 → 05/2018
    Danny's Tutoring
    Thousand Oaks, CA
  • 07/2018 → 05/2019
    Wells Fargo Advisors
    Westlake Village, CA
  • 05/2019 → 08/2020
    Wells Fargo Advisors
    Westlake Village, CA
  • 08/2019 → 05/2020
    California Lutheran University
    Thousand Oaks, CA
  • 08/2020 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 08/2015 → 05/2019
    California Lutheran University
    Thousand Oaks, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-26
  • S65 Uniform Investment Adviser Law Examination
    2021-02-26
Other Names
  • Jack P Kirby
  • Jack Kirby

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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