Jonathan Caprilli

from Lido
SEC regulated
Regulated Investment Advisor
Jonathan Caprilli is a financial advisor based in California, Los Angeles, with 14 years of experience. Jonathan currently works for Lido. Jonathan maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jonathan Caprilli works at Lido
Lido is a financial advisory firm based in Los Angeles, California. It currently has approximately $12,642,502,617 of assets under management and employs about 191 people. Lido uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1875 Century Park East, Suite 950, Los Angeles, California, 90067

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