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Jonathan Edward Steele

Founder And Chief Investment OfficerOne Wealth Advisors, LLCCRD 3051023

About Jonathan Edward Steele

Jonathan Edward Steele is listed as Founder And Chief Investment Officer at One Wealth Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Edward Steele is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of One Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Edward Steele work?

Jonathan Edward Steele is listed as Founder And Chief Investment Officer at One Wealth Advisors, LLC on SEC Form ADV.

How much of One Wealth Advisors, LLC does Jonathan Edward Steele own?

Form ADV reports a beneficial ownership band of Under 5%.

One Wealth Advisors, LLC

TitleFounder And Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2015
View One Wealth Advisors, LLC →

One Wealth Advisors, LLC

TitleTrustee, Member
Ownership—
Control personYes
Since2020
View One Wealth Advisors, LLC →