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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

Jon Ryan Morgan

Advisor at LIDO

New Albany, OH | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:524b0013-5340-04d8-ff91-d55eebd69714

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 5, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: Jul 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jul 1, 1992
First registration: Jun 5, 1997
Dual registered: yes, broker-dealer
Other names: JON R MORGAN
IAPD individual key: 1977682

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	Oct 10, 2024	n/a	yes	New Albany, OH\|LOS ANGELES, CA	Current employment
SHORE MORGAN YOUNG WEALTH STRATEGIES	Former SEC adviser	Oct 15, 2018	Nov 13, 2024	no	NEW ALBANY, OH	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 4, 2012	Oct 4, 2024	no	WORTHINGTON, OH	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	May 3, 2011	Jun 1, 2012	no	WORTHINGTON, OH\|CINCINNATI, OH	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Nov 7, 2005	May 2, 2011	no	WORTHINGTON, OH	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jun 5, 1997	Nov 9, 2005	no	WORTHINGTON, OH	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
SHORE MORGAN YOUNG WEALTH STRATEGIES	Lido	Nov 13, 2024	Oct 10, 2024	-34	Firm change after gap	RIA to RIA
CAPITAL ANALYSTS	SHORE MORGAN YOUNG WEALTH STRATEGIES	Oct 4, 2024	Oct 15, 2018	-2,181	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	CAPITAL ANALYSTS	Jun 1, 2012	Jun 4, 2012	3	Firm change	Other
FSC SECURITIES CORPORATION	CINCINNATI ANALYSTS, INC	May 2, 2011	May 3, 2011	1	Firm change	Other
OSAIC FA, INC.	FSC SECURITIES CORPORATION	Nov 9, 2005	Nov 7, 2005	-2	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
298682:269866:OH:2024-11-13	Nov 13, 2024	Oct 10, 2024	NEW ALBANY, OH	Firm change after gap
162200:298682:OH:2024-10-04	Oct 4, 2024	Oct 15, 2018	WORTHINGTON, OH	Firm change after gap

Relationships

Registered with (6)

→ LIDORegistered adviserregistration: current employment
Oct 10, 2024 to presentfactForm ADV
→ SHORE MORGAN YOUNG WEALTH STRATEGIESRegistered adviserregistration: previous registration
Oct 15, 2018 to Nov 13, 2024factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 4, 2012 to Oct 4, 2024factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
May 3, 2011 to Jun 1, 2012factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 7, 2005 to May 2, 2011factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 5, 1997 to Nov 9, 2005factForm ADV

Dated events

Occurred
Nov 13, 2024
Advisor changed firm
Jon Ryan Morgan left Shore Morgan Young Wealth Strategies for Lido (registered 2024-10-10)
Form ADVobserved 4 days ago
Occurred
Oct 4, 2024
Advisor changed firm
Jon Ryan Morgan left Capital Analysts for Shore Morgan Young Wealth Strategies (registered 2018-10-15)
Form ADVobserved 4 days ago