Justin Cho
Investment adviser representative at Lido
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
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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
12 years in the industry.
- LidoOct 2021 to now
- Lido Advisors, LLCSep 2021 to now
- LPL FinancialNov 2018 to Aug 2021
- SelfAug 2018 to Nov 2018
- Cfg Wealth ManagementJun 2018 to Aug 2018
- Social Policy InstituteJul 2017 to Jul 2018
- San Diego State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, 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
- 7042341
- Firm CRD
- 269866