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Inactive

Jack Wildgoose

Lido

Los Angeles, CA

Los Angeles, CA

CRD 8082160

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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
CA RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-01

Branch Locations

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

1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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
Lido Advisors, Llc Los Angeles CA 09/2024 Present
The H Wood Group Los Angeles CA 05/2021 06/2022
Lido Advisors, Llc Los Angeles CA 06/2024 08/2024
Loyola Marymount University Los Angeles CA 08/2019 05/2024
Primary Education San Diego CA 04/2015 06/2019
  • 09/2024 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 05/2021 → 06/2022
    The H Wood Group
    Los Angeles, CA
  • 06/2024 → 08/2024
    Lido Advisors, Llc
    Los Angeles, CA
  • 08/2019 → 05/2024
    Loyola Marymount University
    Los Angeles, CA
  • 04/2015 → 06/2019
    Primary Education
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01

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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