Joshua O'handley
Investment adviser representative at One Capital Management, LLC
9 yearsExperience
1 stateRegistered in
$8.5BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed 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
9 years in the industry.
- One Capital Management, LLCDec 2023 to now
- J.P. Morgan Securities LLCSep 2023 to Dec 2023
- First Republic Securities Company, LLCNov 2022 to Dec 2023
- First Republic Investment Management, IncFeb 2022 to Dec 2023
- Union BankSep 2019 to Feb 2022
- Toyota of Santa BarbaraJul 2019 to Sep 2019
- State of CaliforniaMay 2019 to Jul 2019
- Santa Barbara Public LibraryDec 2018 to May 2019
- Rialto Unified School DistrictAug 2015 to Dec 2018
- Csu, San BernardinoAug 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 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
- 7661038
- Firm CRD
- 114861