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Joshua O'HAndley

One Capital Management, LLC

Westlake Village, CA

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Current Employers
One Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-04
  • CA RA
    APPROVED
    Since 2026-03-04

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
First Republic Investment Management, Inc Santa Barbara CA 02/2022 12/2023
First Republic Securities Company, Llc Santa Barbara CA 11/2022 12/2023
Union Bank Santa Barbara CA 09/2019 02/2022
Toyota Of Santa Barbara Goleta CA 07/2019 09/2019
State Of California Santa Barbara CA 05/2019 07/2019
Santa Barbara Public Library Santa Barbara CA 12/2018 05/2019
Rialto Unified School District Rialto CA 08/2015 12/2018
Csu, San Bernardino San Bernardino CA 08/2014 12/2016
J.P. Morgan Securities Llc Santa Barbara CA 09/2023 12/2023
One Capital Management, Llc Westlake Village CA 12/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-03
Other Names
  • Joshua Daniel O'HAndley

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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