Jason Jay Ozur

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Lido Advisors Holdings, Llc
  Los Angeles, CA
• 07/2015 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2010-05-05 → 2015-07-22
  Lido Advisors
  Beverly Hills, CA

Other Businesses

1) MANAGING MEMBER OF LIDO FLAMINGO; 2013 TO PRESENT; INVESTMENT RELATED LIMITED LIABILITY COMPANIES THAT INVEST DIRECTLY IN REAL ESTATE AND IN LIMITED PARTNERSHIPS THAT INVEST IN REAL ESTATE; APPROX. 1 HOUR PER MONTH AND 0 HOURS DURING TRADING HOURS. 2) MEMBER OF LIDO ADVISORS HOLDINGS, LLC; 7/2015 TO PRESENT; HOLDING COMPANY FOR LIDO ADVISORS, LLC, APPROX. 5 HOURS PER MONTH AND 0 DURING TRADING HOURS. 3) DV3, LLC; NON-INVESTMENT RELATED; OWNER OF RENTAL PROPERTY; START DATE 9/2021; DEVOTE 0 HRS. 4) DV4, LLC; NON-INVESTMENT RELATED; OWNER OF RENTAL PROPERTY; START DATE 8/2020; DEVOTE 0 HRS. 5) BOARD MEMBER OF PALLADIUS CAPITAL MANAGEMENT; DEVOTES LESS THAN 2% OF HIS TIME. 6) CONSULTING SERVICES FOR MAPLETON, VESTONE, AND OCEAN PARK; NON-INVESTMENT RELATED; SPENDS LESS THAN 2% OF HIS TIME. 7) MEMBER GOVERNING BOARDS OF THE FOLLOWING LIDO AFFILIATED ENTITIES: ENTERPRISE TRUST & INVESTMENT COMPANY, LAL ALMARI HOLDINGS LLC, IDB LIDO WEALTH LLC, COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY, AND OAKHURST CAPITAL MANAGEMENT, LLC; DOES NOT RECEIVE COMPENSATION FOR SERVING IN THESE CAPACITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-11