James Daniel Mcafee

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

• 05/2014 → 12/2016
  Proequities Inc
  Ambler, PA
• 07/2011 → Present
  Mcafee Wealth Advisory (Dba)
  Ambler, PA
• 01/2017 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2014-05-23 → 2016-12-31
  Concourse Financial Group Securities, Inc.
  Amber, PA
  Medford, NJ
  Ambler, PA
• 2011-07-28 → 2014-03-20
  Calton & Associates, Inc.
  Ambler, PA
  Tampa, FL
  Tampa, FL
• 2007-07-13 → 2011-08-01
  Summit Financial Group Inc
  Ambler, PA

Other Businesses

MCAFEE WEALTH ADVISORY 526 VESTRY DRIVE, AMBLER, PA 19002 INSURANCE AGENT - 10/2/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 40 HRS MONTH/30 HRS DURING MKT HRS

Exams

• S66 Uniform Combined State Law Examination
  2007-06-28
• S63 Uniform Securities Agent State Law Examination
  1994-11-11