Jaron Robert Wagner
Investment adviser representative at Lido
13 yearsExperience
5 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
13 years in the industry.
- LidoJan 2025 to now
- Lido Advisors, LLCApr 2024 to now
- Matter Family OfficeNov 2021 to Apr 2024
- Rmb Capital Management, LLCMar 2018 to Oct 2021
- Sei ArchwayJun 2017 to Mar 2018
- Alcon Inc.Feb 2017 to May 2017
- Tcu Recreation CenterMar 2015 to May 2017
- Texas Christian UniversityAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, FL, TX, UT).
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
- 7171984
- Firm CRD
- 269866