Jeffrey Paul Kaufmann

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

• 02/2015 → 02/2021
  Boston Private Wealth Llc
  Palm Beach Gardens, FL
• 02/2021 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2014-12-08 → 2021-02-08
  Svb Wealth
  Palm Beach Gardens, FL
  Pa, FL
  Boston, MA
  Palm Beach Gardens, FL
• 2011-03-01 → 2014-11-26
  Banyan Partners, Llc
  Palm Beach Gardens, FL
• 2008-06-17 → 2011-03-01
  15430 Endeavour Drive, Inc.
  Jupiter, FL
• 2007-02-09 → 2008-02-15
  Ubs Financial Services Inc.
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-02-07
• S63 Uniform Securities Agent State Law Examination
  1990-05-08

Other Names

• Jeff Kaufman
• Jeffrey P Kaufmann