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Jamie Loren Frankel

World Investment Advisors, LLC

New York, NY

Jenkintown, PA

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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-21
PA RA APPROVED 2022-11-11
  • NY RA
    APPROVED
    Since 2024-10-21
  • PA RA
    APPROVED
    Since 2022-11-11

Branch Locations

132 W 31St St 12Th Floor, New York, NY 10001 • United States

Jenkintown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sequoia Consulting Group San Mateo CA 09/2022 Present
World Investment Advisors, Llc Santa Barbara CA 09/2022 Present
Cbiz Philadelphia PA 08/2021 09/2022
Frankel Lerner & O'COnnor Chalfont PA 12/2016 08/2021
Aramark Philadelphia PA 07/2016 12/2016
  • 09/2022 → Present
    Sequoia Consulting Group
    San Mateo, CA
  • 09/2022 → Present
    World Investment Advisors, Llc
    Santa Barbara, CA
  • 08/2021 → 09/2022
    Cbiz
    Philadelphia, PA
  • 12/2016 → 08/2021
    Frankel Lerner & O'COnnor
    Chalfont, PA
  • 07/2016 → 12/2016
    Aramark
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-11
  • S65 Uniform Investment Adviser Law Examination
    2022-11-11
Other Names
  • Jamie L Frankel

View on SEC IAPD

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