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Jacob Loosle

Lido

Los Angeles, CA

Denver, CO

CRD 5731597

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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 2025-01-02
CO RA APPROVED 2025-01-02
FL RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02
  • CO RA
    APPROVED
    Since 2025-01-02
  • FL RA
    APPROVED
    Since 2025-01-02

Branch Locations

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

4643 S Ulster Street Suite 1040, Denver, CO 80237 • 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
United Capital Financial Advisers, Llc Newport Beach CA 12/2015 06/2022
Lido Advisors, Llc Broomfield CO 06/2022 Present
  • 12/2015 → 06/2022
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 06/2022 → Present
    Lido Advisors, Llc
    Broomfield, CO
Previous Registrations
  • 2015-12-07 → 2022-07-13
    United Capital Financial Advisors
    Los Altos, CA
    Los Altos, CA
    Menlo Park, CA
  • 2015-05-19 → 2015-12-07
    Bedrock Capital Management, Inc.
    Los Altos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-06
  • S65 Uniform Investment Adviser Law Examination
    2015-05-06
Designations
  • Certified Financial Planner
Other Names
  • Jacob Daniel Loosle

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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