Jim Dinshaw Poncha

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 09/2019
  Joseph Stone Capital Llc
  Mineola, NY
• 01/2016 → 05/2018
  Windsor Street
  Ny, NY
• 09/2019 → 01/2020
  Unemployed
  N/A, NY
• 01/2020 → 02/2021
  Joseph Stone Wealth Management
  Aventura, FL
• 02/2021 → Present
  World Investments, Llc
  Lincroft, NJ
• 11/2025 → Present
  World Investment Advisors, Llc
  Lincroft, NJ

Previous Registrations

• 2020-09-25 → 2021-03-09
  Vantage Wealth Management Llc
  Aventura, FL
• 2015-01-05 → 2015-12-08
  Ladenburg Thalmann Asset Management Inc
  Melville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-12
• S63 Uniform Securities Agent State Law Examination
  1992-07-28

Other Names

• Jim D Poncha