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Jason Brett Blumberg

Lido

Los Angeles, CA

CRD 6087644

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Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-14
TX RA APPROVED_RES 2024-08-23
CA RA APPROVED 2024-04-10
FL RA APPROVED 2024-04-10
  • UT RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED_RES
    Since 2024-08-23
  • CA RA
    APPROVED
    Since 2024-04-10
  • FL RA
    APPROVED
    Since 2024-04-10

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lido Advisors, Llc Los Angeles CA 07/2015 Present
Idb Lido Wealth, Llc New York NY 04/2023 04/2024
  • 07/2015 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 04/2023 → 04/2024
    Idb Lido Wealth, Llc
    New York, NY
Previous Registrations
  • 2023-04-25 → 2024-04-10
    Idb Lido Wealth, Llc
    New York, NY
    Los Angeles, CA
  • 2015-06-29 → 2015-07-22
    Lido Advisors
    Beverly Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-29
  • S65 Uniform Investment Adviser Law Examination
    2015-06-29

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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