Jonathan W. Jewitt, CFA joined Lido in 2023. Jon has spent the entirety of his career building and managing customized investment portfolios on behalf of individual families, non-profits, corporations, and institutions. Jon relies on his extensive knowledge, his years of experience, and the comprehensive capabilities of the firm to deliver a wholistic wealth management experience rooted in financial planning. Jon began his career at A.G. Edwards & Sons and has since worked for several firms, including Wells Fargo Bank, N.A and First Republic Private Wealth Management.
Jon graduated from University of California, San Diego with a B.S. in Management Science. He was awarded the prestigious Joel Dean Award, which is given to the top student in the graduating class by major. Post graduation, Jon has continued his education and became a CFA® charterholder.
Jon is active in his local community, regularly volunteering with Encinitas National Little League. His past volunteer activities include serving as an adjunct professor to the Bloomberg Financial Markets Laboratory at San Diego State University. He also served on the finance committee for the Rancho Santa Fe Community Center.
Jon resides in North County, San Diego with his wife and two children. Together, they enjoy all sports, outdoor activities, and have a collective passion for fishing.