Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
7yrs
Jaron Wagner has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Denver, Colorado. After a year at Matter Family Office and two years at Curi Capital, Jaron joined Lido in 2025, a firm offering financial planning, investment management, and private fund management. Jaron holds the CFP® designation.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4643 South Ulster Street Suite 1040, Denver, CO 80237
FirmLido
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.93 million
Advisors at the firm319
States licensed ?1 state
Services through Lido
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowLidoCurrent firm
- Apr 2023 – Apr 2024Matter Family OfficePreviously
- 2019 – 2021Curi Capital, LLCPreviously
Contact Jaron
(800) 301-5436Firm headquarters in Los Angeles, CA. Ask for Jaron. 4643 South Ulster Street Suite 1040Denver, CO 80237Office · Get directions Firm websiteHTTP://WWW.LIDOADVISORS.COM
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Questions to ask Jaron
Tailored to Jaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jaron
How do I contact Jaron?
Call Lido at (800) 301-5436 and ask for Jaron Wagner. Jaron works from the Denver, CO office.
How long has Jaron been a financial advisor?
Jaron has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jaron hold?
Series 65. Tap any license on this page to see what it allows.
Is Jaron a fiduciary?
Jaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jaron paid?
Lido reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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