John A Genung
Investment adviser representative at Lido
12 yearsExperience
2 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
12 years in the industry.
- LidoMar 2026 to now
- Lido Advisors, LLCOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Chilton Capital Management LLCDec 2024 to Jan 2025
- Northwestern Mutual Investment Services, LLCAug 2024 to Feb 2025
- Investar BankMay 2023 to Jul 2023
- Louisiana State UniversityAug 2021 to May 2025
- Memorial High SchoolAug 2017 to May 2021
- Spring Branch Middle SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7971493
- Firm CRD
- 269866