Jason David Carmack

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

• 04/2016 → 06/2021
  Kestra Financial Services, Inc.
  Austin, TX
• 06/2021 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 06/2021 → Present
  Pensionmark Financial Group
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Katy, TX

Previous Registrations

• 2016-04-19 → 2021-07-01
  Kestra Advisory Services, Llc
  Houston, TX
  Katy, TX
• 2012-04-23 → 2016-09-22
  Kestra Investment Services, Llc
  Bellaire, TX
  Sugar Land, TX
  Katy, TX
  Sugar Land, TX

Other Businesses

1. HCI Financial Services, LLC; Investment Related; Financial Services, President/Owner; 3/2014; 160 hours per month; 160 hours during trading hours; DBA Name for Pensionmark Financial Group, LLC 2. HCI Financial Services, LLC; Investment Related; Financial Services, President/Owner; 3/2014; 160 hours per month; 160 hours during trading hours; Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-20
• S63 Uniform Securities Agent State Law Examination
  1996-05-24