Jonathan David Milner
Investment adviser representative at Lido
12 yearsExperience
2 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Jonathan David Milner? 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
12 years in the industry.
- LidoNov 2025 to now
- Lido Advisors, LLCSep 2025 to now
- Olympus Wealth ManagementSep 2024 to Sep 2025
- Wealth StrategiesJun 2024 to Jul 2024
- Hawx Smart Pest ControlMay 2023 to Jun 2024
- Brigham Young UniversityJan 2023 to Apr 2025
- Evo AutomationMay 2022 to Aug 2022
- Utah Valley UniversityAug 2021 to Dec 2022
- Byu CreameryAug 2021 to Apr 2022
- The Church of the Latter Day SaintsMay 2020 to Aug 2021
- The Church of the Latter Day SaintsAug 2019 to Mar 2020
- Mountain View High SchoolAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
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
- 8186842
- Firm CRD
- 269866