PPrivate Fund Data Log in Join · $37/mo

Jordan Alan Linn

Principal, MemberOne Wealth Management Investment and Advisory Services, LLCCRD 2664439

About Jordan Alan Linn

Jordan Alan Linn is listed as Principal, Member at One Wealth Management Investment and Advisory Services, LLC in Boca Raton, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of One Wealth Management Investment and Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jordan Alan Linn work?

Jordan Alan Linn is listed as Principal, Member at One Wealth Management Investment and Advisory Services, LLC on SEC Form ADV.

How much of One Wealth Management Investment and Advisory Services, LLC does Jordan Alan Linn own?

Form ADV reports a beneficial ownership band of Over 75%.

One Wealth Management Investment and Advisory Services, LLC

TitlePrincipal, Member
OwnershipOver 75%
Control personYes
Since2024