• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Jeremy White
JEREMY L. WHITE, JEREMY LEE WHITE
CRD#: 5488345
IA
Investment Adviser
B
Previous Broker
ONE CAPITAL MANAGEMENT, LLCCRD#: 114861 3075 TOWNSGATE ROAD
SUITE 350
WESTLAKE VILLAGE, CA 91361
Registration History
201020122014201620182020202220242026IAONE CAPITAL MANAGEMENT, LLC (CRD# 114861)2020 - Present (4 years)BALLIANCE ADVISORY & SECURITIES... (CRD# 18835)2014 - 2019 (5 years)BSECURITIES AMERICA, INC. (CRD# 10205)2009 - 2013 (3 years)
License(s)

State Registrations

IA
California 8/3/2020

Current Registration(s)
IA
ONE CAPITAL MANAGEMENT, LLC (CRD#:114861)
3075 TOWNSGATE ROAD SUITE 350, WESTLAKE VILLAGE, CA 91361
Registered with this firm since 8/3/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
B
05/21/2014 - 09/30/2019 ALLIANCE ADVISORY & SECURITIES, INC. (CRD#:18835) WESTLAKE VILLAGE, CA
B
05/01/2009 - 02/28/2013 SECURITIES AMERICA, INC. (CRD#:10205) CALABASAS, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.