JL
Jordan A. Linn
ONE WEALTH INVESTORS
BOCA RATON, FL 33486
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CRD#: 2664439
JL
Professional summary
Jordan Alan Linn is a registered financial advisor currently at ONE WEALTH INVESTORS located in Boca Raton, Florida.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jordan has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Alan Linn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 28, 2017 - Present
ONE WEALTH INVESTORS
Office #1: 1489 W Palmetto Park Road Suite 500, Boca Raton, FL 33486RIA
CRD#: 288030
BOCA RATON, FL
Past
November 5, 2012 - February 28, 2014
ARGENTUS SECURITIES, LLC
BD
CRD#: 45915
AVENTURA, FL
Past
September 7, 2011 - October 15, 2019
FORTITUDE ADVISORY GROUP L.L.C.
RIA
CRD#: 116083
AVENTURA, FL
Past
September 2, 2008 - October 14, 2010
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
MIAMI, FL
Past
March 10, 2008 - October 14, 2010
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
MIAMI, FL
Past
February 22, 1999 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
January 1, 1996 - March 5, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
ONE WEALTH INVESTORS
JORDAN A. LINN INVESTMENT ADVISORY SERVICES, LLC | ONEWEALTH | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES | ONE WEALTH MANAGEMENT | ONE WEALTH INVESTORS | LINN WEALTH MANAGEMENT, LLC | LINN WEALTH MANAGEMENT AND INSURANCE SERVICES | LINN WEALTH MANAGEMENT | LINN WEALTH INSURANCE MANAGEMENT, LLC | LINN WEALTH CAPITAL MANAGEMENT, LLC | LINN WEALTH CAPITAL MANAGEMENT | LINN JORDAN ALAN
CRD#: 288030 / SEC#: 801-125814
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)California
Registered Investment Advisory firm - (4/4/2019 Terminated)Florida
Registered Investment Advisory firm - (6/10/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/25/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
OW
ONE WEALTH INVESTORS
JORDAN A. LINN INVESTMENT ADVISORY SERVICES, LLC | ONEWEALTH | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES | ONE WEALTH MANAGEMENT | ONE WEALTH INVESTORS | LINN WEALTH MANAGEMENT, LLC | LINN WEALTH MANAGEMENT AND INSURANCE SERVICES | LINN WEALTH MANAGEMENT | LINN WEALTH INSURANCE MANAGEMENT, LLC | LINN WEALTH CAPITAL MANAGEMENT, LLC | LINN WEALTH CAPITAL MANAGEMENT | LINN JORDAN ALAN
CRD#: 288030 / SEC#: 801-125814
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)California
Registered Investment Advisory firm - (4/4/2019 Terminated)Florida
Registered Investment Advisory firm - (6/10/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1489 W Palmetto Park Road Suite 500, Boca Raton, FL 33486
Mailing Address
Phone number
(561) 289-8105
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 310 |
| AUM (Assets Under Management) | $ 153,167,185 |
Red Flags
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Company Information
ONE WEALTH INVESTORS
CRD#: 288030Boca Raton, FL 33486TRUST BUT VERIFY
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