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
| Title | Founder And Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
One Wealth Advisors, LLC
| Title | Trustee, Member |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |