Profile
Mr. Jonathan E.
Steele, CFA, is a Managing Partner at One Wealth Advisors LLC.
He is on the Board of Directors at Vanguard Music & Performing Arts.
As Chief Investment Officer, he leads the investment research and portfolio management initiatives at One Wealth Advisors.
His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.
He serves on the board of Vanguard Music and Performing Arts.
He received his undergraduate degree from Temple University (Pennsylvania).
A Chartered Financial Analyst and a member of the CFA Institute.
Jonathan Edward Steele active positions
| Companies | Position | Start |
|---|---|---|
One Wealth Advisors LLC
 One Wealth Advisors LLC Investment ManagersFinance One Wealth Advisors LLC is a private company based in San Francisco, CA. One Wealth Advisors is dedicated to helping clients identify and achieve their goals by providing simple, tailored wealth management solutions that consider all aspects of their lives at any given moment. One Wealth Advisors LLC was founded in 2015 by David Gerald Steele and Jonathan Edward Steele. David Gerald Steele has been the CEO since 2015. | Founder | 01/09/2015 |
Vanguard Music & Performing Arts
 Vanguard Music & Performing Arts Movies/EntertainmentConsumer Services Vanguard Music & Performing Arts inspires communities and enrich lives by increasing opportunities for participation, education and excellence in the performing arts. The company was founded in 1967 and is headquartered in Santa Clara, CA. | Director/Board Member | - |
Training of Jonathan Edward Steele
| Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
One Wealth Advisors LLC
One Wealth Advisors LLC Investment ManagersFinance One Wealth Advisors LLC is a private company based in San Francisco, CA. One Wealth Advisors is dedicated to helping clients identify and achieve their goals by providing simple, tailored wealth management solutions that consider all aspects of their lives at any given moment. One Wealth Advisors LLC was founded in 2015 by David Gerald Steele and Jonathan Edward Steele. David Gerald Steele has been the CEO since 2015. | Finance |
Vanguard Music & Performing Arts
Vanguard Music & Performing Arts Movies/EntertainmentConsumer Services Vanguard Music & Performing Arts inspires communities and enrich lives by increasing opportunities for participation, education and excellence in the performing arts. The company was founded in 1967 and is headquartered in Santa Clara, CA. | Consumer Services |
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