Jason Aceituno

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

• 04/2013 → 01/2018
  Pen-Cal Administrators, Inc.
  Livermore, CA
• 01/2018 → 07/2018
  Lpl Financial, Llc
  San Mateo, CA
• 03/2018 → 06/2018
  Global Retirement Partners, Llc
  San Rafael, CA
• 09/2017 → 01/2018
  Lion Street Financial
  Austin, TX
• 07/2018 → 11/2024
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 07/2018 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 01/2018 → Present
  Sequoia Consulting Group
  San Mateo, CA

Previous Registrations

• 2018-03-27 → 2018-07-02
  Global Retirement Partners Llc
  San Mateo, CA
  San Rafael, CA

Other Businesses

SEQUOIA CONSULTING GROUP/ DBA FOR PENSONMARK BUSINESS (ENTITY FOR PENSIONMARK BUSINESS)/ INVESTMENT RELATED / 1850 Gateway Dr, San Mateo, CA 94404 / 401(k) Advisor / Employee / Hire date 1.22.2018 / 160 Hours Per Month / 100 Hours during trading / Duties: Corporate retirement plan relationship management and consulting

Exams

• S66 Uniform Combined State Law Examination
  2017-10-27

Other Names

• Jason Aceituno
• Jason Thomas Aceituno