James E Edmiaston

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

• 07/2015 → Present
  Pensionmark Financial Group, Llc Dba/ Wealthpath
  Santa Barbara, CA
• 07/2015 → 01/2019
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → 01/2019
  Pensionmark Securities, Llc
  Santa Barbara, CA

Previous Registrations

• 2011-06-01 → 2015-12-31
  Pks Advisory Services, Llc
  Fayetteville, AR
  Albany, NY
• 2006-10-16 → 2011-06-28
  Advisoralliance, Llc
  Rogers, AR
• 2006-01-31 → 2006-10-02
  Morgan Keegan & Company, Llc
  Fayetteville, AR
  Fayetteville, AR

Other Businesses

1)A New Level Investment Strategies, 237 Millsap Rd, Suite 2,Fayettville AR 72703 Owner/Partner 12/2019, 40 hours per week; 40 hours per trading hours Investments and PROVIDING SOLUTIONS FOR CLIENT NEEDS THROUGH SALES OF INSURANCE NON-VARIABLE,NON-SECURITIES LIFE AND HEALTH INSURANCE; INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2006-01-30
• S63 Uniform Securities Agent State Law Examination
  2002-04-15

Other Names

• Jim E Edmiaston
• James Edward Edmiaston