Jacob Loosle, Cfp®
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Jacob Loosle, Cfp® Email & Phone Number

Senior Wealth Manager at Lido Advisors, LLC
Location: Denver Metropolitan Area, United States, United States 7 work roles 1 school
1 work email found @lidoadvisors.com 2 phones found area 435 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@lidoadvisors.com
Direct phone (435) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lido Advisors, LLC
Role
Senior Wealth Manager
Location
Denver Metropolitan Area, United States, United States
Company size
71 employees

Who is Jacob Loosle, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jacob Loosle, Cfp® is listed as Senior Wealth Manager at Lido Advisors, LLC, a company with 71 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at lidoadvisors.com, phone signal with area code 435, and a matched LinkedIn profile for Jacob Loosle, Cfp®.

Jacob Loosle, Cfp® previously worked as Wealth Manager at Goldman Sachs Personal Financial Management and Wealth Manager at United Capital Financial Advisers, Llc. Jacob Loosle, Cfp® holds Bachelor'S Degree from Utah State University - Jon M. Huntsman School Of Business.

Company email context

Email format at Lido Advisors, LLC

This section adds company-level context without repeating Jacob Loosle, Cfp®'s masked contact details.

*@lidoadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jacob Loosle, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jacob Loosle, Cfp®

Jacob Loosle, Cfp® is a Senior Wealth Manager at Lido Advisors, LLC.

Current workplace

Jacob Loosle, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Lido Advisors, LLC
Lido Advisors, Llc
Senior Wealth Manager
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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Company profile
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7 roles

Jacob Loosle, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Manager

Current
Lido Advisors, Llc

Denver Metropolitan Area

Jun 2022 - Present

Wealth Manager

Goldman Sachs Personal Financial Management

Silicon Valley

Jul 2019 - Jun 2022

Associate Wealth Planner

Bedrock Capital Management

San Francisco Bay Area

May 2014 - Dec 2015

Client Service Specialist

Bedrock Capital Management

San Francisco Bay Area

Jan 2013 - Apr 2014

Account Manager

Integra Financial Serices

Logan, UT

Mar 2010 - Dec 2012
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

FB Francis Benveniste Francis Benveniste Colleague at Lido Advisors, Llc Greater Limoges Area, France View → GV Grant Vahalla, Cfp® Grant Vahalla, Cfp® Colleague at Lido Advisors, Llc Encinitas, California, United States, United States View → TM Thomas Moultis Thomas Moultis Colleague at Lido Advisors, Llc Greece, Greece View → VF Viktoria Falus, Cfp®, Ea Viktoria Falus, Cfp®, Ea Colleague at Lido Advisors, Llc Denver Metropolitan Area, United States View → DD Dalton Downer Dalton Downer Colleague at Lido Advisors, Llc Los Angeles, California, United States, United States View → EB Erika Bognar Erika Bognar Colleague at Lido Advisors, Llc Hungary, Hungary View → SA Sierra Argyle, Cfp® Sierra Argyle, Cfp® Colleague at Lido Advisors, Llc Chicago, Illinois, United States, United States View → JK Jeffrey Kaufmann Jeffrey Kaufmann Colleague at Lido Advisors, Llc Jupiter, Florida, United States, United States View → JK Jack Kirby Jack Kirby Colleague at Lido Advisors, Llc Thousand Oaks, California, United States, United States View → MK Mckenzie Keetch, Cfp® Mckenzie Keetch, Cfp® Colleague at Lido Advisors, Llc United States, United States View →
1 education record

Jacob Loosle, Cfp® education

FAQ

Frequently asked questions about Jacob Loosle, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jacob Loosle, Cfp® work for?

Jacob Loosle, Cfp® works for Lido Advisors, LLC.

What is Jacob Loosle, Cfp®'s role at Lido Advisors, LLC?

Jacob Loosle, Cfp® is listed as Senior Wealth Manager at Lido Advisors, LLC.

What is Jacob Loosle, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lidoadvisors.com for Jacob Loosle, Cfp® at Lido Advisors, LLC.

What is Jacob Loosle, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 435 for Jacob Loosle, Cfp® at Lido Advisors, LLC.

Where is Jacob Loosle, Cfp® based?

Jacob Loosle, Cfp® is based in Denver Metropolitan Area, United States, United States while working with Lido Advisors, LLC.

What companies has Jacob Loosle, Cfp® worked for?

Jacob Loosle, Cfp® has worked for Lido Advisors, Llc, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Llc, Bedrock Capital Management, and Integra Financial Serices.

Who are Jacob Loosle, Cfp®'s colleagues at Lido Advisors, LLC?

Jacob Loosle, Cfp®'s colleagues at Lido Advisors, LLC include Francis Benveniste, Grant Vahalla, Cfp®, Thomas Moultis, Viktoria Falus, Cfp®, Ea, and Dalton Downer.

How can I contact Jacob Loosle, Cfp®?

You can use AeroLeads to view verified contact signals for Jacob Loosle, Cfp® at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jacob Loosle, Cfp® attend?

Jacob Loosle, Cfp® holds Bachelor'S Degree from Utah State University - Jon M. Huntsman School Of Business.

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