Drenna Symonds Jones

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

• 01/2022 → 03/2024
  Acrisure Investment Advisory Solutions, Llc Dba H&B Retirement S
  Burlington, VT
• 01/2025 → Present
  Acrisure Partners Group, Llc Dba Aias Retirement
  Burlington, VT
• 03/2024 → 01/2025
  Acrisure Partners Group, Llc Dba Aias Retirement
  Burlington, VT
• 01/2020 → 01/2022
  Acrisure Llc Dba Hickok & Boardman Retirement Solutions
  Burlington, VT
• 11/2015 → 01/2020
  Hickok & Boardman Retirement Solutions
  Burlington, VT
• 12/2018 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-13

Other Names

• Drenna Diane Symonds
• Dee Symonds Jones