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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-15
  • NJ RA
    APPROVED
    Since 2025-10-15

Branch Locations

1010 Summit Avenue, Union City, NJ 07087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Investments, Llc Lincroft NJ 05/1994 Present
World Investment Advisors, Llc Lincroft NJ 10/2025 Present
Other Businesses

1. Outside Non-Variable Insurance Sales; Investment Related; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; Non-Variable Insurance & Annuities; INSURANCE AGENT; 10/8/2025; 10 HRS MONTH/10 HRS DURING MKT HRS; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. JWR FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 1010 SUMMIT AVENUTE, UNION CITY, NJ 07087; Accounting, bookkeeping and tax preparation business; CPA - Sole member; 1/1/2025; 220 hours per month; 136 during market hours; Provide income tax preparation services (approximately 90% personal, 10% business returns) and bookkeeping for select business clients, including QuickBooks data entry. Nearly all financial planning revenue originates from tax practice clients. As a CPA, I do not perform write-up work, certified financials, reviews, or compilations. The firm, established in the late 1950s, is a multi-generational family business with five full-time employees, including two of my sons.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-15
S63 Uniform Securities Agent State Law Examination 2002-12-12
  • S65 Uniform Investment Adviser Law Examination
    2006-11-15
  • S63 Uniform Securities Agent State Law Examination
    2002-12-12

View on SEC IAPD

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