John Frank Geffert

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

• 09/2012 → 01/2018
  Edward Jones
  Bridgewater, MA
• 01/2018 → Present
  Boston Harbor Wealth Advisors, Llc
  Plymouth, MA
• 01/2018 → 06/2024
  Raymond James Financial Services, Inc.
  Plymouth, MA
• 01/2018 → 06/2024
  Raymond James Financial Services Advisors Inc.
  Plymouth, MA
• 01/2018 → 10/2018
  Boston Harbor Wealth Advisors
  Rockland, MA
• 01/2018 → Present
  Financial Independence Advisors, Llc
  Rockland, MA
• 06/2020 → 12/2022
  South Shore Tax Planning
  Rockland, MA
• 01/2023 → 12/2023
  Clear Path Wealth Advisors, Llc - Dba Boston Harbor Wealth Advis
  Plymouth, MA
• 04/2023 → Present
  John Geffert, Llc
  Plymouth, MA
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ

Previous Registrations

• 2018-01-29 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Rockland, MA
  Plymouth, MA
• 2018-01-17 → 2018-10-30
  Boston Harbor Wealth Advisors, Llc
  Acton, MA
• 2013-01-11 → 2018-01-17
  Edward Jones
  St Louis, MO
  Cohasset, MA
  Bridgewater, MA
  Andover, MA

Other Businesses

1. John Geffert, LLC; Non-Investment Related; 32-40 Court St Unit 2G Plymouth, MA 02360; LLC formed for Tax Purposes; Owner; 3/31/2023; 160 hours per month; 160 hours during trading hours; LLC formed for tax purposes. There is no client involvement, and this is not held out to the public. 2. Non-Variable Insurance; Investment Related; 32-40 Court St. Unit 2G Plymouth, MA 02360; Non-Variable Insurance Sales; Insurance Agent; 6/28/2024; 1 hour per month; 1 hour during trading hours; Sales and service of non-variable insurance and annuity products.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09

Other Names

• John Geffert
• John Frank Geffert