Jordan Alan Linn
Investment adviser representative at One Wealth Investors
15 yearsExperience
1 stateRegistered in
$193.5MFirm assets
4 yearsFirm in business
Are you Jordan Alan Linn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Singer Wealth Advisors LLCAug 2026 to now
- One Wealth Management Investment and Advisory Services, LLCJan 2024 to now
- One Wealth Insurance Brokerage Services, LLCMay 2018 to now
- One Wealth InvestorsOct 2017 to now
- One Wealth Management Investment and Advisory Services, LLCAug 2017 to Dec 2023
- Argentus Advisors, LLCJul 2011 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
One Wealth Investors
Legal name: One Wealth Management Investment and Advisory Services, LLC
$193.5MAssets managed
138Clients
3Advisers
4 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
- 2664439
- Firm CRD
- 288030