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RIA / WealthAdvisorCertified Financial Planner41 years in industry

JONI RAMETTA

Advisor at ONESEVEN

BEACHWOOD, OH | Sarasota, FL

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Search this name across graphsid dfx:ria:f554fa07-950a-58fc-f4de-7705896bd0fb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 31, 1993 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONESEVEN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 6, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 6, 1985
First registration: Jul 31, 1993
Dual registered: no
Other names: JONI LYNN LEETZOW
IAPD individual key: 1394160

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Oneseven	Independent wealth	Feb 6, 2025	n/a	yes	Sarasota, FL\|BEACHWOOD, OH	Current employment
WR WEALTH PLANNERS LLC	Former SEC adviser	Apr 27, 2023	Mar 27, 2025	no	SARASOTA, FL\|COLUMBIA, MO	Previous registration
WEALTH PLANNING AND DESIGN LLC	Former SEC adviser	Jan 19, 2016	Jun 21, 2024	no	SARASOTA, FL	Previous registration
NEPSIS ADVISOR SERVICES, INC.	Former SEC adviser	Oct 15, 2012	Mar 28, 2016	no	SARASOTA, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 25, 2012	no	Sarasota, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 31, 1993	Jun 1, 2009	no	SARASOTA, FL\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WR WEALTH PLANNERS LLC	Oneseven	Mar 27, 2025	Feb 6, 2025	-49	Firm change after gap	RIA to RIA
WEALTH PLANNING AND DESIGN LLC	WR WEALTH PLANNERS LLC	Jun 21, 2024	Apr 27, 2023	-421	Firm change after gap	Other
NEPSIS ADVISOR SERVICES, INC.	WEALTH PLANNING AND DESIGN LLC	Mar 28, 2016	Jan 19, 2016	-69	Firm change after gap	Other
MORGAN STANLEY	NEPSIS ADVISOR SERVICES, INC.	Oct 25, 2012	Oct 15, 2012	-10	Firm change	Wirehouse to new firm
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
162340:281982:FL:2016-03-28	Mar 28, 2016	Jan 19, 2016	SARASOTA, FL	Firm change after gap

Relationships

Registered with (6)

→ ONESEVENRegistered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ WR WEALTH PLANNERS LLCRegistered adviserregistration: previous registration
Apr 27, 2023 to Mar 27, 2025factForm ADV
→ WEALTH PLANNING AND DESIGN LLCRegistered adviserregistration: previous registration
Jan 19, 2016 to Jun 21, 2024factForm ADV
→ NEPSIS ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Oct 15, 2012 to Mar 28, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 25, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 31, 1993 to Jun 1, 2009factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
Joni Rametta left Wr Wealth Planners Llc for Oneseven (registered 2025-02-06)
Form ADVobserved 4 days ago
Occurred
Jun 21, 2024
Advisor changed firm
Joni Rametta left Wealth Planning And Design Llc for Wr Wealth Planners Llc (registered 2023-04-27)
Form ADVobserved 4 days ago