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Jason Ryer Baldridge

Lido

Los Angeles, CA

CRD 7589541

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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
FL RA APPROVED 2024-11-15
TX RA APPROVED_RES 2024-10-29
CO RA APPROVED 2024-01-03
CA RA APPROVED 2022-08-15
  • FL RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED_RES
    Since 2024-10-29
  • CO RA
    APPROVED
    Since 2024-01-03
  • CA RA
    APPROVED
    Since 2022-08-15

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 06/2021 Present
Olukai Irvine CA 08/2017 09/2018
Olukai Irvine CA 06/2016 09/2016
Boston College Chestnut Hill CA 02/2015 05/2017
Unemployed Laguna Beach CA 09/2018 06/2021
Boston College Chestnut Hill MA 09/2013 05/2017
  • 06/2021 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 08/2017 → 09/2018
    Olukai
    Irvine, CA
  • 06/2016 → 09/2016
    Olukai
    Irvine, CA
  • 02/2015 → 05/2017
    Boston College
    Chestnut Hill, CA
  • 09/2018 → 06/2021
    Unemployed
    Laguna Beach, CA
  • 09/2013 → 05/2017
    Boston College
    Chestnut Hill, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-13
  • S65 Uniform Investment Adviser Law Examination
    2022-08-13
Other Names
  • Ryer Baldridge

View on SEC IAPD

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