Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • 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.
< Back to Results
Detailed Report
JONI RAMETTA
JONI LYNN LEETZOW
CRD#: 1394160
IA
Investment Adviser
ONESEVENCRD#: 283087 6230 University Parkway #305
Sarasota, FL 34240
Registration History
1995200020052010201520202025IAONESEVEN (CRD# 283087)2025 - Present (<1 year)IAWR WEALTH PLANNERS LLC (CRD# 306951)2023 - Present (1 year)IAWEALTH PLANNING AND DESIGN LLC (CRD# 281982)2016 - 2024 (8 years)IANEPSIS ADVISOR SERVICES, INC. (CRD# 162340)2012 - 2016 (3 years)IAMORGAN STANLEY (CRD# 149777)2009 - 2012 (3 years)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1993 - 2009 (15 years)
Disclosure(s)
View By:
3/12/2008
Customer Dispute
Denied
License(s)

State Registrations

IA
Florida 4/27/2023
IA
Texas 7/13/2023
Current Registration(s)
IA
ONESEVEN (CRD#:283087)
6230 University Parkway #305, Sarasota, FL 34240
Registered with this firm since 2/6/2025
IA
WR WEALTH PLANNERS LLC (CRD#:306951)
6230 UNIVERSITY PARKWAY SUITE #305, SARASOTA, FL 34240
Registered with this firm since 4/27/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/19/2016 - 06/21/2024 WEALTH PLANNING AND DESIGN LLC (CRD#:281982) SARASOTA, FL
IA
 10/15/2012 - 03/28/2016 NEPSIS ADVISOR SERVICES, INC. (CRD#:162340) SARASOTA, FL
IA
 06/01/2009 - 10/25/2012 MORGAN STANLEY (CRD#:149777) SARASOTA, FL
IA
 07/31/1993 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SARASOTA, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.