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Principal, Member · One Wealth Investors

Jordan A. Linn

CRD 2664439 · Named on Form ADV at one SEC-registered adviser

At a glance

One Wealth Investors, an SEC-registered wealth manager based in Boca Raton, FL with $193 million in regulatory assets, lists Jordan A. Linn on its Form ADV as Principal, Member, a control person.

Firms and roles

AtlasMembers

Jordan’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

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