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Inactive

Jonathan David Milner

Lido

Cottonwood Heights, UT

Los Angeles, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-24
CA RA APPROVED 2025-11-21
  • UT RA
    APPROVED
    Since 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-21

Branch Locations

6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • 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 09/2025 Present
Olympus Wealth Management Cottonwood Heights UT 09/2024 09/2025
Wealth Strategies Murray UT 06/2024 07/2024
Hawx Smart Pest Control Orem UT 05/2023 06/2024
Evo Automation Rexburg UT 05/2022 08/2022
Byu Creamery Provo UT 08/2021 04/2022
Mountain View High School Meridian ID 08/2014 05/2019
Utah Valley University Orem UT 08/2021 12/2022
Brigham Young University Provo UT 01/2023 04/2025
The Church Of The Latter Day Saints Hermosillo 08/2019 03/2020
The Church Of The Latter Day Saints Phoenix AZ 05/2020 02/2021
The Church Of The Latter Day Saints Hermosillo 02/2021 08/2021
  • 09/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 09/2024 → 09/2025
    Olympus Wealth Management
    Cottonwood Heights, UT
  • 06/2024 → 07/2024
    Wealth Strategies
    Murray, UT
  • 05/2023 → 06/2024
    Hawx Smart Pest Control
    Orem, UT
  • 05/2022 → 08/2022
    Evo Automation
    Rexburg, UT
  • 08/2021 → 04/2022
    Byu Creamery
    Provo, UT
  • 08/2014 → 05/2019
    Mountain View High School
    Meridian, ID
  • 08/2021 → 12/2022
    Utah Valley University
    Orem, UT
  • 01/2023 → 04/2025
    Brigham Young University
    Provo, UT
  • 08/2019 → 03/2020
    The Church Of The Latter Day Saints
    Hermosillo
  • 05/2020 → 02/2021
    The Church Of The Latter Day Saints
    Phoenix, AZ
  • 02/2021 → 08/2021
    The Church Of The Latter Day Saints
    Hermosillo
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21
Other Names
  • Jon Milner

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
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SCOTT RAYMOND BURNETT
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JESSE VANCE

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS, UT
LPL FINANCIAL LLC · MIDVALE, UT
LPL FINANCIAL LLC · COTTONWOOD HEIGHTS, UT
PRIME CAPITAL FINANCIAL · Cottonwood Heights, UT
SEQUOIA FINANCIAL GROUP, L.L.C. · Cottonwood Heights, UT
OSAIC WEALTH, INC. · COTTONWOOD HEIGHTS, UT

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