Jim Dinshaw Poncha
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$71.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- World Investment Advisors, LLCNov 2025 to now
- World Investments, LLCFeb 2021 to now
- Joseph Stone Wealth ManagementJan 2020 to Feb 2021
- UnemployedSep 2019 to Jan 2020
- Joseph Stone Capital LLCMay 2018 to Sep 2019
- Windsor StreetJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
World Investment Advisors, LLC
$71.6BAssets managed
23,021Clients
356Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2243358
- Firm CRD
- 208512