Jon Ryan Morgan
Investment adviser representative at Lido
28 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LidoOct 2024 to now
- Lido Advisors, LLCOct 2024 to now
- Lincoln InvestmentJun 2012 to now
- Private Wealth Strategies, L.L.C.Sep 2018 to Oct 2024
- Shore Morgan Young Wealth StrategiesOct 1998 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, OH, TX).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1977682
- Firm CRD
- 269866