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John Quinones

Advisor at One Wealth Map, LLC

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One Wealth Map, LLC logo

Firm

One Wealth Map, LLC

Location

Gallatin, TN

Credentials

Series 66

Industry experience

5 years

About

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of advisory work, he is a member and owner of Da Rexy LLC, a real estate investment partnership. One Wealth Map, LLC is an SEC-registered firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, serving clients on discretionary and non-discretionary terms from multiple offices.

Client services

Based on One Wealth Map, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on One Wealth Map, LLC

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting

Occupation focus

Based on One Wealth Map, LLC

Executive Founder/Business Owner

Fee options

Fixed

Initial Financial Planning Fees: Basic $5,500; Advanced $9,500; Complex $12,500; $250 per additional model change after one free change per year.

Percentage

1% to 2.5% per year depending upon level of service

Commissions

Commissions may be earned by licensed personnel when implementing insurance products or other separate services; commissions vary and are separate from advisory fees.

Project-based

Additional time beyond included hours billed at current hourly billing rate; hourly fees apply for certain services such as reviewing private investments.

Other

Account minimum: $1,000,000

Location

Gallatin, TN

Most active in

Florida · Nevada · Tennessee

Work history

One Wealth Map LLC

2020 - Present (6 years)

Ameriprise

2020 - 2020 (1 year)

CUNA Mutual Brokerage Services

2019 - 2019 (1 year)

DuTrac Credit Union

2018 - 2020 (2 years)

KOHLS

2016 - 2016 (1 year)

Middleton Farmers Coop

2015 - 2018 (3 years)

JQ Lawn Care

2007 - 2020 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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