Jamie Lynn Skaggs

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

• 10/2000 → 01/2019
  Ameriprise Financial Services, Inc.
  Beavercreek, OH
• 01/2019 → 03/2022
  Jpmorgan Chase Bank, N.A.
  Vandalia, OH
• 01/2019 → 03/2022
  J.P. Morgan Securities Llc
  Vandalia, OH
• 03/2022 → 12/2022
  Unemployed
  Troy, OH
• 12/2022 → 06/2024
  Raymond James Financial Services Inc.
  Troy, OH
• 12/2022 → 06/2024
  Raymond James Financial Services Advisors, Inc.
  Troy, OH
• 11/2022 → Present
  Boston Harbor Wealth Advisors
  Troy, OH
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ

Previous Registrations

• 2022-12-07 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Troy, OH
• 2019-02-04 → 2022-03-13
  J.P. Morgan Securities Llc
  Vandalia, OH
• 2003-07-14 → 2019-01-08
  Ameriprise Financial Services, Llc
  Beavercreek, OH
  Beavercreek, OH

Other Businesses

1. Various; Investment Related; Troy, Ohio; Life, Accidental, Health & Variable Insurance; Insurance Agent; 6/28/2024; 5 hours per month; 2 hours during trading hours; Service clients that hold lines of insurance listed in the nature of the other business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-17
• S63 Uniform Securities Agent State Law Examination
  2019-11-01

Other Names

• Jamie Lynn Hake
• Jamie L Skaggs
• Jamie L Hake
• Jamie Lynn Skaggs
• Jamie L. Skaggs