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Founder and Chief Investment Officer · One Wealth Advisors, LLC

Jonathan E. Steele

CRD 3051023 · Named on Form ADV at one SEC-registered adviser

At a glance

One Wealth Advisors, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $1.3 billion in regulatory assets, lists Jonathan E. Steele on its Form ADV as Founder and Chief Investment Officer, a control person.

Firms and roles

  • One Wealth Advisors, LLCFounder and Chief Investment OfficerWealth manager · SAN Francisco, CA · $1.3B in regulatory assets

AtlasMembers

Jonathan’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
Locked
Control-person status
1 firmLocked
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

  • David G. SteeleFounder and Chief Executive Officer, One Wealth Advisors, LLC
  • Kevin M. CohenManaging Partner and Chief Compliance Officer, One Wealth Advisors, LLC
  • Alexander J. SchmitzManaging Partner and Chief Revenue Officer, One Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.