Jerrod Foster

Current Employers

Lido

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-12
TX	RA	APPROVED	2025-08-27
CA	RA	APPROVED	2024-09-25

FL RA
APPROVED

Since 2025-12-12
TX RA
APPROVED

Since 2025-08-27
CA RA
APPROVED

Since 2024-09-25

Branch Locations

15425 Los Gatos Blvd Suite 151, Los Gatos, CA 95032 • 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

Organization	City	State	From	To
Lwi Financial, Inc.	San Jose	CA	04/2013	04/2018
Assetmark Financial, Inc.	Concord	CA	04/2018	05/2019
Assetmark Brokerage, Llc	Concord	CA	08/2018	05/2019
Morgan Stanley	San Jose	CA	09/2020	10/2022
Charles Schwab & Co.	San Francisco	CA	05/2019	12/2019
Bank Of New York Mellon	Menlo Park	CA	12/2019	09/2020
West Valley-Mission Community College District	Saratoga	CA	05/2018	Present
Parkside Advisors Llc	Berkeley	CA	11/2023	07/2024
Lido Advisors, Llc	Los Angeles	CA	09/2024	Present

04/2013 → 04/2018

Lwi Financial, Inc.

San Jose, CA
04/2018 → 05/2019

Assetmark Financial, Inc.

Concord, CA
08/2018 → 05/2019

Assetmark Brokerage, Llc

Concord, CA
09/2020 → 10/2022

Morgan Stanley

San Jose, CA
05/2019 → 12/2019

Charles Schwab & Co.

San Francisco, CA
12/2019 → 09/2020

Bank Of New York Mellon

Menlo Park, CA
05/2018 → Present

West Valley-Mission Community College District

Saratoga, CA
11/2023 → 07/2024

Parkside Advisors Llc

Berkeley, CA
09/2024 → Present

Lido Advisors, Llc

Los Angeles, CA

Previous Registrations

2023-11-28 → 2024-08-01

Parkside Advisors Llc

San Francisco, CA
2020-10-12 → 2023-10-20

Morgan Stanley

San Jose, CA
2018-08-29 → 2019-05-20

Assetmark, Inc.

Concord, CA
2014-07-30 → 2018-05-02

Lwi Financial Inc.

San Jose, CA

Other Businesses

1) West Valley-Mission Community College District; Investment related- No; Saratoga, CA; Education; Employee; Dec 2020; During business hours: 0; After business hours: 40; Associate Faculty // 2) Contra Costa Community College District; Investment related- No; Martinez, CA; Education; Employee; Apr 2025; During business hours: 0; After business hours: 20; Adjunct Faculty

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-21

S66 Uniform Combined State Law Examination

2014-07-21

Designations

Other Names

Jerrod Foster
Jerrod Levon Foster

View on SEC IAPD