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Jonathan Edward Steele

ONE Wealth Advisors, LLC

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About Jonathan Edward Steele

Jonathan Steele is a financial advisor with One Wealth Advisors, LLC. Jonathan is located in SAN FRANCISCO, CA and has been in the financial services industry for over 18 years. Jonathan is registered to provide investment advice in California and Texas. Jonathan earned the Series 63, 65 and 7 securities licenses as well as the SIE exam. Jonathan is also a Chartered Financial Analyst. Jonathan's firm, One Wealth Advisors, LLC, provides financial planning services, pension consulting and selection of other advisors to individuals, businesses, and charitable organizations.

Firm Information

Jonathan Steele is currently registered with ONE Wealth Advisors, LLC. ONE Wealth Advisors, LLC is a registered investment advisor located in San Francisco, CA. They manage approximately $841.60 million in assets for a total of 1,959 clients. ONE Wealth Advisors provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Their client base primarily consists of high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
ONE Wealth Advisors, LLC

766 VALENCIA STREET

SAN FRANCISCO, CA 94110

$841.60M

Assets Under Management

Not reported

Total Clients

10

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 businesses

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

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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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Jonathan Steele’s Registration & Firm History

CA

09/04/2015 - Present

ONE Wealth Advisors, LLC (SAN FRANCISCO CA)

CA

05/20/1998 - 09/10/2015

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Edward Steele.
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