Role at Lido Advisors
- Title on Schedule A
- Senior Managing Director & Co-Chief Executive Officer
- Control
- Jason Ozur is a control person of Lido Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jason Ozur has held the filed role since June 2021.
The firm
Form ADV filed 27 August 2026
Career on record
Jason Ozur has been registered through Lido Advisors since July 2015.
- Lido Advisors– · 5 yearsBeverly Hills, CA · Adviser representative · Firm CRD 119540
- Passed Series 65 · 2010
Registrations and exams
Jason Ozur has a current investment-adviser registration in California, Florida and Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 3 July 2015 |
| Florida | Investment adviser representative | Approved | 30 August 2024 |
| Texas | Investment adviser representative | Approved | 1 July 2015 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jason Jay Ozur
- CRD
- 5734834
- Registration status
- Investment adviser registration
- Office
- 1875 CENTURY PARK EAST, SUITE 950, Los Angeles, CA 90067
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
Background
Jason Ozur is a founding partner and CEO of Lido and co-chairs its investment committee. His listed CPA credential is marked inactive by the source. Lido Advisors official biography or announcement
Education
- B.S., California State University at NorthridgeLido Advisors official biography or announcement
Credentials and memberships
- CPA (inactive)Lido Advisors official biography or announcement
Common questions
Where does Jason Ozur work?
Jason Ozur has been Senior Managing Director & Co-Chief Executive Officer of Lido Advisors, LLC since June 2021, and is a control person of the firm.
Is Jason Ozur a financial advisor?
Yes. Jason Ozur has a current investment-adviser registration in California, Florida and Texas, through Lido Advisors since July 2015, as of 18 October 2026.
How many years of experience does Jason Ozur have?
Jason Ozur has worked in the financial industry for 16 years as of 18 October 2026, counted from 4 May 2010, across 2 adviser firms.
What exams has Jason Ozur passed?
Jason Ozur passed the Series 65 in January 2010.
Where is Jason Ozur based?
Jason Ozur’s registered office is in Los Angeles, CA.
Leadership at Lido Advisors
- Brian HaloossimPresident
- Daniel MarquisChief Financial Officer
- Stacy BeattieChief Operating Officer
- Elena RoChief Compliance Officer
- Alexandra BrowneSenior Managing Director & Chief Development Officer
- Jason LeeChief Legal Officer
- Kenneth SternSenior Managing Director & Co-CEO