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Jeremy Paul Dicker

ONE Wealth Capital Management, LLC

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About Jeremy Paul Dicker

Jeremy Paul Dicker is an investment advisor representative with One Wealth Capital Management, LLC. Jeremy Dicker has been in the industry since 1998 and has experience with a variety of firms including Park Avenue Securities LLC, MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Jeremy Dicker specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Jeremy Dicker is currently registered with ONE Wealth Capital Management, LLC. ONE Wealth Capital Management, LLC is an investment advisor based in Scottsdale, Arizona. The firm manages approximately $270.8 million in assets for 532 clients. ONE Wealth Capital Management, LLC provides financial planning, pension consulting, and portfolio management for individuals and businesses. The firm also assists clients in selecting other advisors.
ONE Wealth Capital Management, LLC

4900 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$270.77M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Dicker’s Registration & Firm History

CA

08/29/2024 - Present

ONE Wealth Capital Management, LLC (El Segundo CA)

AZ

12/04/2018 - 06/30/2023

PARK AVENUE SECURITIES LLC (PHOENIX AZ)

CA

11/30/2012 - 11/30/2018

MML INVESTORS SERVICES, LLC (SANTA MONICA CA)

CA

08/07/1998 - 12/14/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

WI

08/07/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 09/21/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeremy Paul Dicker. Review regulatory record here.
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