JJ
Jason Jay Ozur
CRD 5734834
Firms
| Firm | Role | As of |
|---|---|---|
| Lido Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lido Advisors, Llc
Senior Managing Director & Chief Executive Officer · 5% – 10% · Oct 2024
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Idb Lido Wealth, Llc
Board Chairman And Manager · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗