JEFFREY PAUL KAUFMANN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with LIDO ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIDO ADVISORS, LLC | 2021-02-09 | present | Yes |
| SVB WEALTH | 2014-12-08 | 2021-02-08 | — |
| BANYAN PARTNERS, LLC | 2011-03-01 | 2014-11-26 | — |
| 15430 ENDEAVOUR DRIVE, INC. | 2008-06-17 | 2011-03-01 | — |
| UBS FINANCIAL SERVICES INC. | 2007-02-09 | 2008-02-15 | — |