Jeffrey Howard Seymour

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 → Present
  Pensionmark Financial Group, Llc Dba/ T(K)G Pensionmark
  Santa Barbara, CA
• 07/2015 → 09/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA

Previous Registrations

• 2010-11-09 → 2015-07-14
  Independent Financial Partners
  St.SImons Island, GA
• 2010-04-28 → 2010-12-01
  Nrp Advisors, Inc.
  St. Simons Island, GA
  Bryan, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-27
• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Other Names

• Jeffrey H Seymour