John Joseph Zellman

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:

Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-11-04

PA RA
APPROVED

Since 2025-11-04

Branch Locations

West Chester, PA • 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

Organization	City	State	From	To
Defense Contract Audit Agency	Philadelphia	PA	09/1986	Present
World Investments, Llc	Lincroft	NJ	04/2000	Present
World Investment Advisors, Llc	Santa Barbara	CA	10/2025	Present

09/1986 → Present

Defense Contract Audit Agency

Philadelphia, PA
04/2000 → Present

World Investments, Llc

Lincroft, NJ
10/2025 → Present

World Investment Advisors, Llc

Santa Barbara, CA

Other Businesses

JOHN J ZELLMAN JR, CPA 1406 GRANBY WAY, WEST CHESTER, PA 19380 OWNER - 1/1/1990 PREPARATION OF INDIVIDUAL AND BUSINESS TAX RETURNS 80 HRS MONTH/45 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT - INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-07-25

S63 Uniform Securities Agent State Law Examination

1996-07-25

Designations

Certified Financial Planner

View on SEC IAPD