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Chief Legal Officer · Lido

Jason P. Lee

CRD 6905728 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Lido, an SEC-registered wealth manager based in LOS Angeles, CA with $42.5 billion in regulatory assets, lists Jason P. Lee on its Form ADV as Chief Legal Officer, a control person. The SEC filings also name Jason at 2 other registered advisers.

Firms and roles

  • LidoChief Legal OfficerWealth manager · LOS Angeles, CA · $43B in regulatory assets
  • Oakhurst AdvisorsChief Legal Officer & Chief Compliance OfficerPrivate fund adviser · LOS Angeles, CA · $1.2B in regulatory assets
  • IDB Lido Wealth, LLCDirector and ManagerWealth manager · New York, NY · $478M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (15)

10 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.

See all 15 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.