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Jonathan Wright Jewitt

Lido

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About Jonathan Wright Jewitt

Jonathan Wright Jewitt is a financial advisor at Lido Advisors, LLC. Jonathan has been in the financial industry for over 22 years and has experience providing financial planning, portfolio management and educational seminars. Jonathan holds Series 63, 66, and 7 licenses. Jonathan is also a CFA charterholder. Jonathan has previously worked at First Republic Securities Company, LLC and Wells Fargo Investments, LLC.

Firm Information

Jonathan Jewitt is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Jewitt’s Registration & Firm History

CA

05/01/2023 - Present

Lido (SAN DIEGO CA)

CA

09/27/2019 - 05/23/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)

CA

07/11/2001 - 09/19/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

03/06/2001 - 07/11/2001

WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Wright Jewitt.
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