Jon Ryan Morgan

Current Employers

Employment History

• 10/1998 → 10/2024
  Shore Morgan Young Wealth Strategies
  Worthington, OH
• 06/2012 → Present
  Lincoln Investment
  Worthington, OH
• 09/2018 → 10/2024
  Private Wealth Strategies, L.L.C.
  Worthington, OH
• 10/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2018-10-15 → 2024-11-13
  Shore Morgan Young Wealth Strategies
  New Albany, OH
• 2012-06-04 → 2024-10-04
  Capital Analysts
  Worthington, OH
• 2011-05-03 → 2012-06-01
  Cincinnati Analysts, Inc.
  Worthington, OH
  Cincinnati, OH
• 2005-11-07 → 2011-05-02
  Fsc Securities Corporation
  Worthington, OH
• 1997-06-05 → 2005-11-09
  Osaic Fa, Inc.
  Worthington, OH

Other Businesses

(1) LIFE AND HEALTH INSURANCE POSITION: PRINCIPAL NATURE: LIFE INSURANCE SALES AND SERVICE INV REL: YES NUMBER OF HRS: 5 INV REL HRS: 5 START DATE: 04/01/1989 ADDR: NEW ALBANY, OH; DESCRIPTION: RISK MANAGEMENT RELATED TO A CLIENTS OVERALL FINANCIAL PLAN (2) CAPTAIN CARWASH I POS: PARTNER NATURE: CAR WASH INV REL: NO NUMBER OF HRS: 2 INV REL HRS: 2 START DATE: 01/01/2003 ADDR: 6425 CANAL STREET, WINCHESTER OH 43230 DESC: OWNER CAPTAIN CARWASH II POSITION: OWNER NATURE: CAR WASH INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2005 ADDRESS: NEW ALBANY OH DESC: OWNER// (3) JKM INVESTMENTS POSITION: OWNER NATURE: OWNS THE REAL ESTATE AND BUILDINGS FOR CAPTAIL CARWASH ENTERPRISES INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2003 ADDRESS: NEW ALBANY, OH; DESC: OWNER OF REAL ESTATE (4) COSTA RICA PROPERTY POSITION: OWNER NATURE: VACATION/RENTAL INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2008 ADDRESS: NEW ALBANY OH; DESC: PART OWNER// (5) MORGAN FAMILY VENTURES POSITION: MEMBER NATURE: DIRECT INVESTMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2005 ADDRESS: NEW ALBANY OH DESC: ENTITIY WAS SET UP FOR DIRECT INVESTMENTS BETWEEN MY MOTHER, CHERYL MARCALETTI AND I// (6) HARLEM ROAD LLC, POSITION: CO-OWNER NATURE: REAL ESTATE, INVESTMENT RELATED: NO, NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 4181 HARLEM ROAD, NEW ALBANY, OH 43054, DESC: LANDOWNER// (7) JOMO, INC POSITION: OWNER, NATURE: CORPORATE HOLDING COMPANY, INVESTMENT RELATED: YES, NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: NEW ALBANY OH, DESC: OWNER// (8) Sun Fun LLC Position: Managing Member Nature: Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 9/11/2020 Address: 10 Ealy Crossing South New Albany, Ohio 43054 New Albany, Ohio 43054 Description: Real Estate Ownership and Rental (9) LUX HOME PROPERTIES LLC POSITION: PRESIDENT/MANAGER, NATURE: REAL ESTATE, INVESTMENT RELATED: YES, NUMBER OF HOURS: 1. SECURITIES TRADING HOURS: 0, START DATE: 01/01/2022. ADDR: NEW ALBANY OH. DESCRIPTION: RENTAL REAL ESTATE (10) LIDO ADVISORS, LLC POSITION: Senior Wealth Advisor, Managing Director, IAR, Non-voting Member NATURE: Financial Services, IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 120 START DATE: 10/04/2024 ADDRESS: 29 South High St. Suite A, New Albany OH 43054, United States DESCRIPTION: Acting as a IAR - Employee of Lido (11) Captain Carwash II POSITION: Owner NATURE: Car Wash INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 1/1/2005 ADDRESS: NEW ALBANY OH DESCRIPTION: owner (12) Shore Morgan Young LLC DBA Shore Morgan Young Wealth Strategies POSITION: Principal NATURE: Wealth Strategies INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 151 START DATE: 1/1/2003 ADDRESS: 300 W. Wilson Bridge Road Suite 310 Worthington, OH 43085 DESCRIPTION: Oversee the operations of all aspects of Shore Morgan Young Wealth Strategies (13) Private Wealth Strategies, L.L.C. POSITION: Principal, Owner of entity, Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/25/2018 ADDRESS: 300 West Wilson Bridge Road Suite #310 Worthington, OH 43085 DESCRIPTION: Financial Professional, owner of RIA, client relations

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-19
• S63 Uniform Securities Agent State Law Examination
  1992-07-01

Other Names

• Jon R Morgan