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Jonathan Edward Steele

One Wealth Advisors, LLC

San Francisco, CA

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Current Employers
One Wealth Advisors, Llc

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-09-08
TX RA APPROVED 2015-09-04
  • CA RA
    APPROVED
    Since 2015-09-08
  • TX RA
    APPROVED
    Since 2015-09-04

Branch Locations

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Wealth Advisors, Llc San Francisco CA 09/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-07
S63 Uniform Securities Agent State Law Examination 1998-07-27
  • S65 Uniform Investment Adviser Law Examination
    1999-06-07
  • S63 Uniform Securities Agent State Law Examination
    1998-07-27
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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