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
| Title | Principal, Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |