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Jonathan Archer Teran

Lido

Los Angeles, CA

Dallas, TX

CRD 3165394

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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
NY RA APPROVED 2025-11-07
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
TX RA APPROVED 2020-08-27
  • NY RA
    APPROVED
    Since 2025-11-07
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2020-08-27

Branch Locations

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

2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • 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
Capstone Pacific Investment Strategies Covina CA 11/2010 06/2018
Lido Advisors, Llc Los Angeles CA 07/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-28
S63 Uniform Securities Agent State Law Examination 1999-01-07
  • S66 Uniform Combined State Law Examination
    2001-11-28
  • S63 Uniform Securities Agent State Law Examination
    1999-01-07
Designations
  • Certified Financial Planner
Other Names
  • Jonathan Teran
  • Jon Teran

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

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