Dalton Jason Downer

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

• 02/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 08/2022 → 02/2024
  Cs Tomasi Wealth Management
  Costa Mesa, CA
• 09/2021 → 12/2024
  California State University, Long Beach
  Long Beach, CA
• 06/2021 → 08/2021
  Integrated Communications, Inc
  Memphis, TN
• 08/2019 → 06/2021
  Bartlett High School
  Bartlett, TN
• 06/2020 → 08/2020
  Integrated Communications, Inc
  Memphis, TN
• 06/2019 → 08/2019
  Integrated Communications, Inc
  Memphis, TN
• 06/2018 → 08/2018
  Integrated Communications, Inc
  Memphis, TN
• 08/2017 → 06/2019
  Asheboro High School
  Asheboro, NC
• 06/2017 → 08/2017
  Integrated Communications, Inc
  Memphis, TN
• 08/2016 → 06/2017
  North Davidson High School
  Lexington, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-03