AeroLeads people directory · profile

Jonathan Steele, Cfa® Email & Phone Number

Founder and Chief Investment Officer at One Wealth Advisors at One Wealth Advisors
Location: San Francisco Bay Area, United States, United States 7 work roles 2 schools
1 work email found @onewealth.net LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@onewealth.net
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
One Wealth Advisors
Role
Founder and Chief Investment Officer at One Wealth Advisors
Location
San Francisco Bay Area, United States, United States
Company size
9 employees

Who is Jonathan Steele, Cfa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Steele, Cfa® is listed as Founder and Chief Investment Officer at One Wealth Advisors at One Wealth Advisors, a company with 9 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at onewealth.net and a matched LinkedIn profile for Jonathan Steele, Cfa®.

Jonathan Steele, Cfa® previously worked as Founder and CIO at One Wealth Advisors and Founder and CIO at One Wealth Advisors. Jonathan Steele, Cfa® holds Bachelor Of Business Administration (Bba), Economics from Temple University.

Company email context

Email format at One Wealth Advisors

This section adds company-level context without repeating Jonathan Steele, Cfa®'s masked contact details.

*@onewealth.net
71% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Steele, Cfa®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jonathan Steele, Cfa®

Understanding that each client has unique needs, we believe in taking a comprehensive assessment of each client’s financial picture to gain a holistic understanding of their current situation, long and short-term objectives and lifestyle choices. Using this information, we then work to develop and implement an appropriate wealth management strategy that corresponds with their intended goals.

Current workplace

Jonathan Steele, Cfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

One Wealth Advisors
One Wealth Advisors
Founder and Chief Investment Officer at One Wealth Advisors
san francisco, california, united states
Website
onewealth.net
Employees
9
AeroLeads page
Company profile
View company profile Email format
7 roles · 18 years

Jonathan Steele, Cfa® work experience

A career timeline built from the work history available for this profile.

Founder And Cio

Current
One Wealth Advisors

San Francisco Bay Area

Sep 2015 - Present

Investor

Current
Flour And Water
2008 - Present ~18 yrs 4 mos

Guest Lecturer

Hult International Business School

San Francisco Bay Area

Feb 2018 - Apr 2018

Guest Lecturer

Hult International Business School

San Francisco

Oct 2017 - Feb 2018

Executive Director

J.P. Morgan

San Francisco Bay Area

Dec 1997 - Sep 2015
Team & coworkers

Colleagues at One Wealth Advisors

Other employees you can reach at onewealth.net. View company contacts for 9 employees →

DN David Neeve, Cfp® David Neeve, Cfp® Colleague at One Wealth AdvisorsSan Francisco Bay Area, United States View → FM Frank Mannino, Cfp® Frank Mannino, Cfp® Colleague at One Wealth AdvisorsSan Francisco, California, United States, United States View → MG Megan Grant Megan Grant Colleague at One Wealth AdvisorsSan Francisco, California, United States, United States View → AS Alexander Schmitz, Cfp® Alexander Schmitz, Cfp® Colleague at One Wealth AdvisorsSan Francisco, California, United States, United States View → DS David Santos-Garcia David Santos-Garcia Colleague at One Wealth AdvisorsSan Francisco, California, United States, United States View → EH Eleanor Hall Eleanor Hall Colleague at One Wealth AdvisorsSan Francisco, California, United States, United States View → TS Tessa Sternberg Tessa Sternberg Colleague at One Wealth AdvisorsSan Francisco Bay Area, United States View → EB Elizabeth Brotz, Cfp® Elizabeth Brotz, Cfp® Colleague at One Wealth AdvisorsTruckee, California, United States, United States View →
2 education records

Jonathan Steele, Cfa® education

Education record

Cfa Institute
FAQ

Frequently asked questions about Jonathan Steele, Cfa®

Quick answers generated from the profile data available on this page.

What company does Jonathan Steele, Cfa® work for?

Jonathan Steele, Cfa® works for One Wealth Advisors.

What is Jonathan Steele, Cfa®'s role at One Wealth Advisors?

Jonathan Steele, Cfa® is listed as Founder and Chief Investment Officer at One Wealth Advisors at One Wealth Advisors.

What is Jonathan Steele, Cfa®'s email address?

AeroLeads has found 1 work email signal at @onewealth.net for Jonathan Steele, Cfa® at One Wealth Advisors.

Where is Jonathan Steele, Cfa® based?

Jonathan Steele, Cfa® is based in San Francisco Bay Area, United States, United States while working with One Wealth Advisors.

What companies has Jonathan Steele, Cfa® worked for?

Jonathan Steele, Cfa® has worked for One Wealth Advisors, Flour And Water, Santa Clara Vanguard, Hult International Business School, and J.P. Morgan.

Who are Jonathan Steele, Cfa®'s colleagues at One Wealth Advisors?

Jonathan Steele, Cfa®'s colleagues at One Wealth Advisors include David Neeve, Cfp®, Frank Mannino, Cfp®, Megan Grant, Alexander Schmitz, Cfp®, and David Santos-Garcia.

How can I contact Jonathan Steele, Cfa®?

You can use AeroLeads to view verified contact signals for Jonathan Steele, Cfa® at One Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Steele, Cfa® attend?

Jonathan Steele, Cfa® holds Bachelor Of Business Administration (Bba), Economics from Temple University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jonathan Steele, Cfa® you were looking for.

View similar profiles