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Jaron Robert Wagner

Lido

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About Jaron Robert Wagner

Jaron Wagner is an investment advisor representative at Lido Advisors, LLC. Jaron is a Certified Financial Planner with over 8 years of experience in the financial services industry. Jaron is registered with the state of California, Colorado, and Florida. Jaron has a Series 65 license and specializes in providing financial planning, portfolio management, and selection of other advisors. Jaron has experience working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Jaron is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jaron Wagner is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jaron Wagner’s Registration & Firm History

CO

01/01/2025 - Present

Lido (Boulder CO)

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Licenses & Designations

IA

Issued 10/21/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jaron Robert Wagner.
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