Julia Ponce
Investment adviser representative at One Wealth Map, LLC
11 yearsExperience
1 stateRegistered in
$287.4MFirm assets
7 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 assetsHourlySubscriptionFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- One Wealth Map, LLCJun 2025 to now
- Financial DesignMar 2025 to Jun 2025
- H&r BlockOct 2024 to Apr 2025
- Law Office of Mary KingMar 2024 to Jul 2024
- Gulf Coast Financial PlanningJan 2017 to Feb 2024
- Pgo ServicesMay 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
One Wealth Map, LLC
$287.4MAssets managed
223Clients
5Advisers
7 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
- 8186396
- Firm CRD
- 171750