JP
Jeremy Paul Dicker
CRD 2706452
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| One Wealth Capital Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
One Wealth Capital Management, Llc
Trustee · 75% or more · Aug 2024
-
One Wealth Capital Management, Llc
Ceo · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗