Kim Ward

Executive Vice President

Prior to joining JCPR Kim spent almost a decade as the Director of Operations and Compliance for Lido Advisors, Inc. a boutique RIA firm in Beverly Hills where she was an integral component of management team. She handled all compliance and regulatory issues, oversaw the company’s finances and supervised all matters related to the efficient technical operation of the company.

Kim brings extensive knowledge of the financial services industry and has a deep understanding of the regulatory and compliance issues affecting the financial services industry. At JCPR, Kim oversees all new business development as well as client relations and account operations on the west coast.

Kim is a graduate of UCLA.