Shane Taylor Sawyer jones
Investment adviser representative at Lido
12 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Shane Taylor Sawyer jones? Claim your profile
Contact this firm
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.
- LidoDec 2022 to now
- Lido Advisors, LLCJun 2022 to now
- Mounds Public SchoolsJun 2019 to Jun 2022
- Union Public SchoolsDec 2018 to Jun 2019
- University of TulsaJul 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7535984
- Firm CRD
- 269866