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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Baldridge is a registered investment advisor representative. Jason is currently employed at Lido Advisors, LLC in Los Angeles, CA. Jason holds the Series 65 license. Jason has passed the Securities Industry Essentials (SIE) exam. Jason has been in the industry since 2016. Jason has experience in a variety of industries including, but not limited to, financial services, retail, and education. Jason is committed to providing clients with personalized financial advice and guidance. Jason is passionate about helping clients achieve their financial goals and has a proven track record of success. Jason is a valuable asset to any team and is dedicated to providing exceptional client service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/29/2024 - Present
Lido (LOS ANGELES CA)
IA
Issued 8/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/8/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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