Jonathan E. Steele

ONE WEALTH ADVISORS

San Francisco, CA 94110

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CRD#: 3051023

Professional summary

Jonathan Edward Steele is a registered financial advisor currently at ONE WEALTH ADVISORS, LLC located in San Francisco, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

SANTA CLARA VANGUARD, BOARD MEMBER, INVOLVED IN DEVELOPMENT, START: 04/2014; YOUTH MUSIC ORGANIZATION, 2HRS/MO, NOT INVESTMENT-RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Edward Steele's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 4, 2015 - Present

ONE WEALTH ADVISORS, LLC

Office #1: 766 Valencia Street 2nd Floor, San Francisco, CA 94110

RIA

CRD#: 170910

San Francisco, CA

Past

June 15, 1999 - September 10, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SAN FRANCISCO, CA

Past

May 20, 1998 - September 10, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

SAN FRANCISCO, CA

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".

ONE WEALTH ADVISORS, LLC

ONE WEALTH ADVISORS, LLC | VERNA ADVISORS, LLC

CRD#: 170910 / SEC#: 801-79591

RIA

Registered Investment Advisory firm - (5/1/2014 Approved)

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

California
(9/8/2015)

IAR

Texas
(9/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/1998

General Securities Representative Examination

Current Firm

ONE WEALTH ADVISORS, LLC

ONE WEALTH ADVISORS, LLC | VERNA ADVISORS, LLC

CRD#: 170910 / SEC#: 801-79591

RIA

Registered Investment Advisory firm - (5/1/2014 Approved)

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Contact information

Main Address

766 Valencia Street 2nd Floor, San Francisco, CA 94110

Mailing Address

Phone number

(415) 729-1770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE WEALTH DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,043
AUM (Assets Under Management)	$ 1,052,358,555

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathan E. Steele

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Edward Steele's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

ONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/1999

Series 63

Date: 7/27/1998

SIE

Date: 9/10/2015

Series 7

Date: 5/18/1998

Current Firm

ONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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