Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Bergon is an Investment Advisor Representative at Lido Advisors, LLC, which is based in Los Angeles, CA. Jack has been in the industry since July 2023 and has experience at multiple firms, including First Republic Bank, Talkdesk, and Procore Technologies. Jack holds a Series 65 license. Jack is registered to provide investment advisory services in California. Lido Advisors, LLC has over 142 investment advisor representatives, over 4,000 clients, and approximately $19.6 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
02/01/2024 - Present
Lido (LOS ANGELES CA)
IA
Issued 2/1/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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