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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 05/1994 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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