Jack
Kirby
Lido
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About this Advisor
Jack Kirby is a financial advisor based in San Diego, California, working with Lido. Jack has previously held positions at Rocky Mountain Chocolate Factory, Twin Arbos Athletic Club, California Lutheran University, Danny's Tutoring, Wells Fargo Advisors, Lido Advisors, LLC, and Saint Mary's High School. Jack has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jack is part of Lido, which operates out of San Diego, California. The firm has 32 offices and 214 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Lido includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lido Brokerage Details
$19,656,367,238
214
19,744
$995,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jack Kirby Work History
Lido Advisors, LLC
Wells Fargo Advisors
California Lutheran University
Wells Fargo Advisors
Danny'S Tutoring
California Lutheran University
Twin Arbos Athletic Club
California Lutheran University
Rocky Mountain Chocolate Factory
Saint Mary'S High School
Disclosures
Please visit the SEC profile of Jack Kirby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lido
San Diego, CA
Chicago, IL
Los Angeles, CA
Chicago, IL
Los Angeles, CA
Chicago, IL
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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