Jeffrey Nelson

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

• 06/2025 → Present
  Pensionmark Securities
  Santa Barbara, CA
• 06/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 10/2024 → 06/2025
  Unemployed
  Milwaukee, WI
• 10/2011 → 10/2024
  Bmo Family Office
  Milwaukee, WI
• 10/2025 → Present
  World Investments, Inc.
  Santa Barbara, CA

Previous Registrations

• 2011-03-10 → 2012-01-10
  Johnson Wealth Inc.
  Milwaukee, WI

Other Businesses

1. Power of Attorney; Investment Related; The Villages, FL; Power of Attorney for father Kenneth Nelson; Power of Attorney; 12/8/2025; 3 hours per month; 1 hour during trading hours; I may act on Kenneth Nelson's behalf on various personal and business affairs including real property transactions, personal property transactions, business transactions, such as mutual funds, certificates of deposit and other investments and banking transactions. In addition, I may also assist with taxes, insurance transactions and other business and personal affairs generally.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-23

Designations

• Chartered Financial Analyst

Other Names

• Jeffrey Jay Nelson