Jeffrey Douglas Bjornson
Investment adviser representative at Lido
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
Are you Jeffrey Douglas Bjornson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LidoJun 2025 to now
- Lido Advisors, LLCJun 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Apr 2025
- Cetera Advisor Networks LLCNov 2022 to Apr 2025
- Imst Distributors, LLCJun 2020 to Nov 2022
- Alpine Private Capital, LLCMar 2020 to Nov 2022
- Looking for WorkOct 2019 to Mar 2020
- Hd VestOct 2006 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, MO).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3084995
- Firm CRD
- 269866