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Jordan Alan Linn

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC·MIAMI BEACH, Florida
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1111 LINCOLN RD, MIAMI BEACH, FL 33139CRD# 2664439Firm CRD# 288030
01

About

Jordan Alan Linn is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES
AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2664439
Firm CRD# 288030
5 disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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