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Jeremy White

One Capital Management, LLC

Westlake Village, CA

CRD 5488345

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Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • 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
Alliance Advisory & Securities, Inc. Westlake Village CA 05/2014 09/2019
Ameriprise Financial Simi Valley CA 09/2019 04/2020
One Capital Management, Llc Westlake Village CA 04/2020 Present
  • 05/2014 → 09/2019
    Alliance Advisory & Securities, Inc.
    Westlake Village, CA
  • 09/2019 → 04/2020
    Ameriprise Financial
    Simi Valley, CA
  • 04/2020 → Present
    One Capital Management, Llc
    Westlake Village, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-03
S66 Uniform Combined State Law Examination 2016-10-18
  • S65 Uniform Investment Adviser Law Examination
    2020-08-03
  • S66 Uniform Combined State Law Examination
    2016-10-18
Other Names
  • Jeremy L. White
  • Jeremy Lee White

View on SEC IAPD

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EAGLE STRATEGIES LLC

Nearby Investors

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FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro

Nearby Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA

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