Joshua O'HAndley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → 12/2023
  First Republic Investment Management, Inc
  Santa Barbara, CA
• 11/2022 → 12/2023
  First Republic Securities Company, Llc
  Santa Barbara, CA
• 09/2019 → 02/2022
  Union Bank
  Santa Barbara, CA
• 07/2019 → 09/2019
  Toyota Of Santa Barbara
  Goleta, CA
• 05/2019 → 07/2019
  State Of California
  Santa Barbara, CA
• 12/2018 → 05/2019
  Santa Barbara Public Library
  Santa Barbara, CA
• 08/2015 → 12/2018
  Rialto Unified School District
  Rialto, CA
• 08/2014 → 12/2016
  Csu, San Bernardino
  San Bernardino, CA
• 09/2023 → 12/2023
  J.P. Morgan Securities Llc
  Santa Barbara, CA
• 12/2023 → Present
  One Capital Management, Llc
  Westlake Village, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-03

Other Names

• Joshua Daniel O'HAndley