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Jordan Alan Linn

One Wealth Investors

Boca Raton, FL

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Current Employers
One Wealth Investors

1489 W Palmetto Park Road Suite 500, Boca Raton, FL 33486 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-10-25
  • FL RA
    APPROVED
    Since 2017-10-25

Branch Locations

1489 W Palmetto Park Road Suite 500, Boca Raton, FL 33486 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Argentus Advisors, Llc Gig Harbor WA 07/2011 10/2019
One Wealth Management Investment And Advisory Services San Francisco CA 08/2017 02/2018
One Wealth Management Investment And Advisory Services, Llc Miami Beach FL 09/2017 12/2023
One Wealth Management Investment And Advisory Services, Llc Miami Beach FL 01/2024 07/2024
One Wealth Insurance Brokerage Services, Llc Miami Beach FL 05/2018 Present
One Wealth Management Investment And Advisory Services, Llc Miami Beach FL 07/2024 Present
Singer Wealth Advisors Llc Boca Raton FL 08/2026 Present
  • 07/2011 → 10/2019
    Argentus Advisors, Llc
    Gig Harbor, WA
  • 08/2017 → 02/2018
    One Wealth Management Investment And Advisory Services
    San Francisco, CA
  • 09/2017 → 12/2023
    One Wealth Management Investment And Advisory Services, Llc
    Miami Beach, FL
  • 01/2024 → 07/2024
    One Wealth Management Investment And Advisory Services, Llc
    Miami Beach, FL
  • 05/2018 → Present
    One Wealth Insurance Brokerage Services, Llc
    Miami Beach, FL
  • 07/2024 → Present
    One Wealth Management Investment And Advisory Services, Llc
    Miami Beach, FL
  • 08/2026 → Present
    Singer Wealth Advisors Llc
    Boca Raton, FL
Previous Registrations
  • 2011-09-07 → 2019-10-15
    Fortitude Advisory Group L.L.C.
    Gig Harbor, WA
    Aventura, FL
    San Francisco, CA
    Aventura, FL
  • 2008-09-02 → 2010-10-14
    Walnut Street Securities, Inc.
    Miami, FL
Other Businesses

One Wealth Insurance Brokerage Services, LLC investment-related 1111 Lincoln Rd, Suite 500, Miami Beach, FL insurance Owner and Licensed Insurance Broker/Agent 5/18/2018 10 hours per month all hours during trading sell insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-04
S63 Uniform Securities Agent State Law Examination 1999-12-28
  • S65 Uniform Investment Adviser Law Examination
    2008-08-04
  • S63 Uniform Securities Agent State Law Examination
    1999-12-28

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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