Client Service Manager · One Degree Advisors, Inc.
Jeff J Luebe
CRD 3241444 · Named on Form ADV at one SEC-registered adviser
At a glance
One Degree Advisors, Inc., an SEC-registered wealth manager based in SAN Diego, CA with $489 million in regulatory assets, lists Jeff J Luebe on its Form ADV as Client Service Manager.
Firms and roles
- One Degree Advisors, Inc.Client Service ManagerWealth manager · SAN Diego, CA · $489M in regulatory assets
AtlasMembers
Jeff’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Janice A. ThompsonFounder/financial Advisor, One Degree Advisors, Inc.
- Anthony L. SafferCEO, One Degree Advisors, Inc.
- Alexander E. OkugawaSecretary, One Degree Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeff’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.