ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) February 2024
Jack Bergon
Lido Advisors, LLC
Principal Office Address
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232
Fax: (310) 278-8267
jbergon@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Jack Bergon that supplements Lido Advisors, LLC’s (“Lido”) Disclosure Brochure (Form ADV Part 2A). You should have received a copy of that Disclosure Brochure. Please contact our Chief Compliance Officer at (310) 278-8232 if you did not receive Lido Advisors, LLC’s Disclosure Brochure or if you have any questions about the contents of this supplement.
Additional information about Jack Bergon is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Jack Bergon
Year of Birth: 1998
Educational Background
University of California, Santa Barbara – Bachelor of Arts in Economics, 2019
Business Background
Lido Advisors, LLC, Investment Adviser Representative (7/2023 – Present)
First Republic Bank, Client Service Associate II (3/2021 – 5/2023)
Talkdesk, Enterprise Sales Development Representative (8/2020 – 2/2021)
Procore Technologies, Accounting Intern (7/2019 – 8/2020)
Shaw Security, Security Guard Team Lead (7/2015 – 7/2019)
ITEM 3: DISCIPLINARY INFORMATION
Lido is required to disclose all material facts regarding any legal or disciplinary event that would be material to your evaluation of each investment person providing advice to you. Mr. Bergon has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Bergon does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Mr. Bergon has no additional compensation to disclose.
ITEM 6: SUPERVISION
Generally, all client investment decisions are overseen by Jeff Garden, Chief Investment Officer and head of Lido’s Investment Committee. The Investment Committee meets periodically to discuss overall portfolio management decisions and strategies. In addition, Jason Ozur, Chief Executive Officer of Lido, is responsible for the general oversight of all investment advice given by its supervised persons.
Mr. Bergon investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
