Jason John Cohn

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:

Current Employers

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2023-03-15
TX	RA	APPROVED_RES	2023-03-09

TN RA
APPROVED

Since 2023-03-15
TX RA
APPROVED_RES

Since 2023-03-09

Branch Locations

229 Ward Circle, Suite A11, Brentwood, TN 37027 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates, Inc.	Nashville	TN	02/2013	05/2018
Raymond James & Associates, Inc.	Franklin	TN	05/2018	02/2023
World Investment Advisors, Llc	Lincroft	NJ	02/2023	Present
Pensionmark Securities	Santa Barbara	CA	02/2023	10/2025
World Investments, Inc.	Lincroft	NJ	10/2025	Present

02/2013 → 05/2018

Raymond James & Associates, Inc.

Nashville, TN
05/2018 → 02/2023

Raymond James & Associates, Inc.

Franklin, TN
02/2023 → Present

World Investment Advisors, Llc

Lincroft, NJ
02/2023 → 10/2025

Pensionmark Securities

Santa Barbara, CA
10/2025 → Present

World Investments, Inc.

Lincroft, NJ

Previous Registrations

2013-02-13 → 2023-02-17

Raymond James & Associates, Inc.

Nashville, TN

Franklin, TN
2004-01-15 → 2013-02-13

Morgan Keegan & Company, Llc

Nashville, TN

Nashville, TN

Other Businesses

1. LIfe, Health & Annuity License; 229 Ward Circle, Suite A-11, Brentwood, TN 37027; Life/Health & Annuities; Insurance Agent; 3/6/23; 2 hours per month; 2 hours during trading hours; When reviewing client's insurance coverage and needs, they occasionally ask for a policy or a new one to fit their needs and wants. 2. Third Bridge; Investment Related; 1411 Broadway 31st Floor, New York, NY 10018; Acts as consultant and explains the process of selecting, monitoring and terminating a service provider and record keeper; Consultant; 5/16/2023; 1 hour per month; 1 hour during trading hours; Answers questions on the process we go through in selecting and monitoring broker dealers and other service providers. There is no advice given or this consultant role.