Jonathan Lawrence Booze
Investment adviser representative at One Advisory Partners, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$369.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- One Advisory Partners, LLCFeb 2012 to now
- Sanders Booze Capital Advisors, LLCNov 2008 to now
- Sanders Booze & CoMar 2003 to now
- Evangel ChurchJun 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
One Advisory Partners, LLC
$369.5MAssets managed
314Clients
7Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2254390
- Firm CRD
- 161614