Unclaimed Profile

Jordan Alan Linn

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC·MIAMI BEACH, Florida

Series 6, Series 63, Series 6517 years registeredONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

1111 LINCOLN RD, MIAMI BEACH, FL 33139CRD# 2664439Firm CRD# 288030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Alan Linn · MIAMI BEACH, FL

Registration

CRD #2664439 · ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ONE WEALTH INVESTORS

Sep 2017 – present

ARGENTUS ADVISORS, LLC

Sep 2011 – Oct 2019

AVENTURA, FL

WALNUT STREET SECURITIES, INC.

Sep 2008 – Oct 2010

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · September 2, 2008

Years registered · 17

Disclosure History

2014Regulatory·Final

2011Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

CRD 288030 · SEC 801-125814

AUM

$128M

Regulatory assets under management

Employees

301 client accounts

Services offered by ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan Alan Linn offer?

Jordan Alan Linn specializes in Financial Planning, Investment Management. Contact their office in MIAMI BEACH, Florida for a consultation.

What are Jordan Alan Linn's credentials?

Jordan Alan Linn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Alan Linn located?

Jordan Alan Linn is based in MIAMI BEACH, Florida, working with ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does Jordan Alan Linn charge for services?

Jordan Alan Linn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC?

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC has approximately 5 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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