JL
Jonathan Lawrence Booze
CRD 2254390
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sanders Booze Capital Advisors, Llc | Registered representative | 07/20/2026 |
| One Advisory Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sanders Booze Capital Advisors, Llc
Trustee · 75% or more · Jan 2024
-
Sanders Booze Capital Advisors, Llc
Vice President · Less than 5% · Jan 2024
-
One Advisory Partners, Llc
Trustee · 75% or more · Jan 2024
-
One Advisory Partners, Llc
Senior Partner · Less than 5% · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗