Unclaimed
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 an investment advisor representative at Lido. Jason has been registered with the Securities and Exchange Commission since August 2022. Jason is registered in California and Colorado. Jason has passed the Series 65 exam and the SIE exam. Jason specializes in financial planning, portfolio management for individuals, investment companies, pooled investment vehicles and businesses. Jason has experience working for various organizations, including Lido Advisors, LLC, OluKai, and Boston College.
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.
1
2
CA
10/29/2024 - Present
Lido (LOS ANGELES CA)
IA
Issued 08/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Jason Baldridge is the right advisor for you? Invested Better is here to help.
