Jordan Linn, financial advisor Miami Beach FL

Jordan Linn

CRD Number: 2664439
Current Firm: One Wealth Management

Jordan Linn (CRD# 2664439) is an Investment Advisor Representative working at One Wealth Management in Miami Beach, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
One Wealth Management Investment And Advisory Services, LLC Miami Beach, FL Jan 2024 - Current < 1
One Wealth Management Investment And Advisory Services, LLC Miami Beach, FL Sep 2017 - Dec 2023 6
Argentus Advisors, LLC Gig Harbor, WA Jul 2011 - Oct 2019 8
One Wealth Management Investment And Advisory Services San Francisco, CA Aug 2017 - Feb 2018 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jordan A. Linn
Phone Number: (855) 663-9584
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    344
    MILLIONS
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $481,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, IL, KS, NH, NY, TX, WA

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