Unclaimed Profile

Jason Jay Ozur

LIDO ADVISORS, LLC·LOS ANGELES, California

Series 65Clean record16 years registeredLIDO ADVISORS, LLC

1875 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 5734834Firm CRD# 269866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Jay Ozur · LOS ANGELES, CA

Registration

CRD #5734834 · LIDO ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

LIDO

Jul 2015 – present

LIDO ADVISORS

May 2010 – Jul 2015

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 5, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIDO ADVISORS, LLC

CRD 269866 · SEC 801-100433

AUM

$19.7B

Regulatory assets under management

Employees

214

19,744 client accounts

Services offered by LIDO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LIDO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Jay Ozur offer?

Jason Jay Ozur specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Jason Jay Ozur's credentials?

Jason Jay Ozur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Jay Ozur located?

Jason Jay Ozur is based in LOS ANGELES, California, working with LIDO ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jason Jay Ozur charge for services?

Jason Jay Ozur's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIDO ADVISORS, LLC?

LIDO ADVISORS, LLC has approximately 214 employees and manages $19.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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