Jack Weinstein has been an investment adviser representative at IDB Lido Wealth since April 2023, and is not listed among the firm’s executive officers or direct owners.
Idb Lido Wealth, LLC is a New York, NY firm with $478M under management, 209 clients and 9 advisers across 3 offices, as of its July 2026 filing.
Jack Weinstein’s longest registration is the current one, 6 years at Lido since 2020.
- Idb Lido Wealth, LLCCurrent– present · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 322488
- LidoAlso current– present · 6 yearsLos Angeles, CA · Adviser representative · Firm CRD 269866
Investment adviser representative registrations
Jack Weinstein is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2020; the most recent is Texas, in February 2024.
- CaliforniaSince 5 October 2020
- FloridaSince 27 September 2022
- New YorkSince 27 April 2023
- TexasResidentSince 27 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jack Tanner Weinstein
- CRD
- 7297557
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 1875 CENTURY PARK EAST, SUITE 950, Los Angeles, CA 90067
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jack Weinstein work?
Jack Weinstein is an investment adviser representative registered through Idb Lido Wealth, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jack Weinstein a financial advisor?
Yes. Jack Weinstein has a current investment-adviser registration in California, Florida, New York and Texas, through IDB Lido Wealth since April 2023.
How many years of experience does Jack Weinstein have?
Jack Weinstein has 6 years in the financial industry, since October 2020, across 2 adviser firms.
What exams has Jack Weinstein passed?
Jack Weinstein passed the Series 65 in October 2020.
Where is Jack Weinstein based?
Jack Weinstein’s registered office is in Los Angeles, CA.
Is Jack Weinstein registered with FINRA?
No. Jack Weinstein has no current broker registration.
How can I verify Jack Weinstein’s record?
Search CRD 7297557 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Weinstein’s full registration record.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager