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RIA / WealthAdvisor16 years in industry

JASON JAY OZUR

Advisor at LIDO

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bdce15f-c4cb-56f9-7bb5-b94f45a77de8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: May 5, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jason Jay Ozur

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Jason Jay Ozur

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIDO
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Jan 11, 2010
First registration: May 5, 2010
Dual registered: no
IAPD individual key: 5734834

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Lido	Independent wealth	Jul 1, 2015	n/a	yes	LOS ANGELES, CA	Current employment
LIDO ADVISORS	Former SEC adviser	May 5, 2010	Jul 22, 2015	no	BEVERLY HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIDO ADVISORS	Lido	Jul 22, 2015	Jul 1, 2015	-21	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
119540:269866:CA:2015-07-22	Jul 22, 2015	Jul 1, 2015	BEVERLY HILLS, CA	Firm change

Relationships

Registered with (2)

→ LIDORegistered adviserregistration: current employment
Jul 1, 2015 to presentfactForm ADV
→ LIDO ADVISORSRegistered adviserregistration: previous registration
May 5, 2010 to Jul 22, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bdce15f-c4cb-56f9-7bb5-b94f45a77de8
First observed: May 5, 2010
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JASON JAY OZUR

Advisor at LIDO

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bdce15f-c4cb-56f9-7bb5-b94f45a77de8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Lido

Independent wealth

Jul 1, 2015

n/a

yes

LOS ANGELES, CA

Current employment

LIDO ADVISORS

Former SEC adviser

May 5, 2010

Jul 22, 2015

BEVERLY HILLS, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LIDO ADVISORS

Lido

Jul 22, 2015

Jul 1, 2015

-21

Firm change

Other

Team

Left

Joined

From

Kind

119540:269866:CA:2015-07-22

Jul 22, 2015

Jul 1, 2015

BEVERLY HILLS, CA

Firm change