Jarett
Karp

Lido

CRD#7307361
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jarett Karp is a financial advisor based in Los Angeles, California, working with Lido. Jarett has previously held positions at Camp Bauercrest, Legals Seafood, Duchess Of Dirt, Weiner And Rice, Pc, The Ohio State University, The University Of Tampa, New York Life Insurance Company, Arlington Public Schools, Pizza Hut, Nylife Securities LLC, Lido Advisors, LLC, and Nepc, LLC. Jarett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Florida. Currently, Jarett is part of Lido, which operates out of Los Angeles, California. The firm has 40 offices and 320 employees. Lido manages assets totaling $29.1 billion and serves both charitable organizations and high-net-worth clients. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1875 Century Park East Suite 950
Los Angeles, CA 90067

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Lido Brokerage Details

Total Assets Under Management

$29,080,337,946

CA Average: $7,578,581,321
Total Number of Employees

320

CA Average: 43
Total Number of Accounts

27,931

CA Average: 3,727
Average Account Size

$1,041,149

CA Average: $2,033,427

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

Jarett Karp Work History

2024 - Present (1 year)

Lido Advisors, LLC

2022 - 2024 (2 years)

Nepc, LLC

2021 - 2022 (1 year)

Nylife Securities LLC

2020 - 2022 (2 years)

New York Life Insurance Company

2019 - 2019 (< 1 year)

Weiner And Rice, Pc

2019 - 2019 (< 1 year)

Pizza Hut

2018 - 2018 (< 1 year)

Duchess Of Dirt

2018 - 2018 (< 1 year)

The Ohio State University

2017 - 2017 (< 1 year)

Legals Seafood

2017 - 2020 (3 years)

The Ohio State University

2016 - 2017 (1 year)

The University Of Tampa

2015 - 2015 (< 1 year)

Camp Bauercrest

2011 - 2016 (5 years)

Arlington Public Schools

Disclosures

Please visit the SEC profile of Jarett Karp 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

Virginia Aaron
Los Angeles, CA
Matthew D'Attilio
Los Angeles, CA
Brandon Heicklen
Los Angeles, CA
Evaggelia Hatzimanolis
Boca Raton, FL
Rory Cavan
Dallas, TX
Mckenzie Keetch
Dallas, TX
Kayla Schneider
Mequon, WI
Daniel Weitzman
Los Angeles, CA

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