Jessica Lily Vongsaphay

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

• 03/2021 → 07/2025
  Sequoia Financial Group, Llc
  Akron, OH
• 08/2018 → 03/2021
  Sequoia Financial Group, Llc
  Akron, OH
• 08/2016 → 05/2020
  University Of Akron
  Akron, OH
• 02/2026 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 08/2025 → 02/2026
  Unemployed
  Akron, OH

Previous Registrations

• 2024-01-25 → 2025-08-05
  Sequoia Financial Group, L.L.C.
  Akron, OH
  Akron, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-27