Jacob Thomas Silverstein
Investment adviser representative at Lido
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
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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
18 years in the industry.
- LidoJun 2026 to now
- Lido Advisors, LLCJun 2026 to now
- Unparalleled ParkingDec 2019 to Feb 2020
- All-terrain FinancialAug 2019 to Jun 2026
- Chevrolet of WayzataApr 2019 to Aug 2019
- Colorado State UniversityDec 2018 to Jul 2022
- University of DenverSep 2018 to Oct 2018
- N/aAug 2018 to Mar 2019
- Youngstedts Car WashMar 2018 to Aug 2018
- N/aMar 2008 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, MN).
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
- 7277765
- Firm CRD
- 269866