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JL

Jeff J. Luebe

Some features on this profile are disabled
CRD#: 3241444
JL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeff J Luebe was a registered financial professional .

Jeff is a previously registered financial professional and started their career in finance in 1999. Jeff had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
1) DBA - ONE DEGREE ADVISORS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 14, 2017 - September 18, 2025

ONE DEGREE ADVISORS, INC.

RIA
CRD#: 170392
SAN DIEGO, CA
Past

June 9, 2017 - June 4, 2019

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SAN DIEGO, CA
Past

June 15, 2007 - September 26, 2016

TD AMERITRADE, INC.

RIA
CRD#: 7870
San Diego, CA
Past

June 15, 2007 - September 26, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

February 1, 2007 - February 21, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LA MESA, CA
Past

February 1, 2007 - February 21, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LA MESA, CA
Past

August 24, 2006 - February 1, 2007

ATLAS SECURITIES, LLC

BD
CRD#: 20991
LA MESA, CA
Past

February 23, 2006 - August 28, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHULA VISTA, CA
Past

February 22, 2006 - August 28, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
CHULA VISTA, CA
Past

November 6, 2002 - December 31, 2005

NORTH ISLAND CREDIT UNION

RIA
CRD#: 113753
CHULA VISTA, CA
Past

March 11, 2002 - February 23, 2006

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
CHULA VISTA, CA
Past

January 21, 2000 - February 23, 2006

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

September 1, 1999 - January 13, 2000

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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".
OD
ONE DEGREE ADVISORS, INC.
COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.

CRD#: 170392 / SEC#: 801-79351

RIA
Registered Investment Advisory firm - (3/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/23/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/31/1999
General Securities Representative Examination

Current Firm

OD
ONE DEGREE ADVISORS, INC.
COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.

CRD#: 170392 / SEC#: 801-79351

RIA
Registered Investment Advisory firm - (3/18/2014 Approved)
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Contact information

Main Address
8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108
Mailing Address
Phone number
(619) 282-3288
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,012
AUM (Assets Under Management)$ 341,552,988

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.

Company Information

ONE DEGREE ADVISORS, INC.

CRD#: 170392

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