Majesty Cruz

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

• 06/2015 → 08/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2016 → 08/2022
  Educational Testing Service
  Charlotte, NC
• 08/2022 → 03/2024
  Sigma Financial Corporation
  Ann Arbor, MI
• 08/2022 → 03/2024
  Parkland Securities, Llc
  Ann Arbor, MI
• 03/2024 → 02/2025
  Lincoln Financial Advisors Corporation
  Radnor, PA
• 03/2024 → 02/2025
  Lincoln Financial Securities Corporation
  Radnor, PA
• 01/2025 → 04/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → 04/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 04/2025 → 06/2025
  Unemployed
  Converse, TX
• 06/2025 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 09/2025 → Present
  World Investments, Inc.
  Lincroft, NJ
• 06/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-11
• S63 Uniform Securities Agent State Law Examination
  2015-07-16

Other Names

• Jessica Marie Cruz
• Jessica Cruz
• Majesty Marie Cruz