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Jason Lee

Chief Legal Officer at Lido Advisors

Officer record from the firm’s Form ADVForm ADV filed 27 August 2026

Jason Lee is Chief Legal Officer of Lido Advisors, LLC, a Los Angeles investment adviser.

Role at Lido Advisors

Title on Schedule A
Chief Legal Officer
Control
Jason Lee is a control person of Lido Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jason Lee has held the filed role since August 2017.

The firm

Lido Advisors, LLC
Los Angeles, CA

Form ADV filed 27 August 2026

$42.5B AUM13,800 clients235 advisers66 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jason Lee is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jason Lee
CRD
6905728
Firm
Lido Advisors, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jason Lee work?

Jason Lee has been Chief Legal Officer of Lido Advisors, LLC since August 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 August 2026

Leadership at Lido Advisors

Sources

  1. IAPD individual lookup, CRD 6905728. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Lido Advisors, LLC, filed 27 August 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Lee or Lido Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.