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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Caprilli is an Investment Advisor Representative associated with Lido, a firm registered with the SEC and in the state of California. Jonathan Caprilli works out of Lido's Los Angeles, CA office. Jonathan Caprilli has been in the industry since at least 2015. Jonathan Caprilli has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Jonathan Caprilli has 2 state exam designations. Jonathan Caprilli is registered as an Investment Advisor Representative in the state of California. Jonathan Caprilli's previous employment history includes Kaplan Online, Mercer Global Advisors Inc., Manchester Capital Management LLC, EP Wealth Advisors, and Service Master Camarillo. Jonathan Caprilli has worked at Lido Advisors, LLC since at least April 2022. Jonathan Caprilli specializes in financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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2
CA
01/01/2025 - Present
Lido (LOS ANGELES CA)
BC
Issued 08/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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