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Jon Ryan Morgan

Lido

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About Jon Ryan Morgan

Jon Morgan is a financial advisor at Lido Advisors, LLC and has been working in the financial services industry for over 30 years. Jon has been registered with FINRA since 1992. Prior to joining Lido Advisors, LLC Jon was an owner and partner of Private Wealth Strategies, L.L.C. and Shore Morgan Young Wealth Strategies. Jon also worked as an investment advisor representative for Lincoln Investment. Jon specializes in advising high net worth individuals, corporations, and other businesses. Jon provides financial planning, portfolio management, and selection of other advisors.

Firm Information

Jon Morgan 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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Jon Morgan’s Registration & Firm History

OH

10/10/2024 - Present

Lido (New Albany OH)

OH

04/29/2011 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)

OH

11/07/2005 - 05/02/2011

FSC SECURITIES CORPORATION (WORTHINGTON OH)

OH

04/29/2011 - 04/29/2011

CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)

IN

08/28/1989 - 11/09/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/28/1989 - 11/09/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 07/19/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/25/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Ryan Morgan.
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