linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremy White

ONE Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremy? Claim Your Profile

About Jeremy White

Jeremy White is a financial advisor with One Capital Management, LLC. Jeremy is a registered investment advisor with experience in the financial services industry. He holds the Series 65, 66, 7, and SIE licenses and is registered in the state of California. Jeremy has held positions at Alliance Advisory & Securities, Inc. and Securities America, Inc.

Firm Information

Jeremy White is currently registered with ONE Capital Management, LLC. ONE Capital Management, LLC is a Registered Investment Advisor based in Westlake Village, California, with over $6 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. ONE Capital Management also provides sub-adviser services to two Canadian registered ETFs and a Luxembourg SICAV. The firm serves a diverse client base, including high-net-worth individuals, corporations, investment companies, and pension plans.
ONE Capital Management, LLC

3075 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$6.14B

Assets Under Management

Not reported

Total Clients

42

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremy White’s Registration & Firm History

CA

08/03/2020 - Present

ONE Capital Management, LLC (WESTLAKE VILLAGE CA)

CA

05/21/2014 - 09/30/2019

ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)

CA

05/01/2009 - 02/28/2013

SECURITIES AMERICA, INC. (CALABASAS CA)

Not sure if Jeremy White is right for you?

Licenses & Designations

IA

Issued 08/03/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy White.
Not sure if Jeremy White is right for you?