Jason Nmn Kolinsky

Current Employers

Employment History

• 10/2007 → 09/2025
  Kolinsky Wealth Management, Llc
  Ramsey, NJ
• 01/2020 → 03/2025
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 06/2023 → 03/2025
  Kwm Securities Llc
  Ramsey, NJ
• 02/2008 → 03/2025
  Kolinsky Financial Group, Inc.
  Ramsey, NJ
• 03/2024 → 03/2025
  Kwm Tpa Services, Llc
  Ramsey, NJ
• 04/2025 → Present
  World Investments, Llc
  Lincroft, NJ
• 04/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2010-08-19 → 2025-09-18
  Kolinsky Wealth Management, Llc
  Ramsey, NJ
• 2013-09-17 → 2020-01-17
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. KWM TPA Services, LLC; Non-Investment Related; 500 N. Franklin Tpke, Suite 104 Ramsey, NJ 07446; TPA administrative services for Qualified Retirement Plans; Member; 4/1/2025; 5 hours per month; 5 hours during trading hours; Pension plan administration - plan servicing, 5500 reports and statement management reports 2. Kolinsky Enterprises, LLC; Investment Related; Holding company for the Broker/Dealer KWM Securities. This LLC is a holding company to hold passive investments.; Managing Member; 4 hours per month; 0 hours during trading hours; Managing personal investments such as real estate or private placements. 3. Non-Variable Insurance; Investment Related; 500 N. Franklin Turnpike, Suite 104 Ramsey, NJ 07446; Non-Variable Insurance and Annuities; Insurance Agent; 4/1/25; 4 hours per month; 4 hours during trading hours; Sales and service of non-variable insurance and annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-02-07
• S65 Uniform Investment Adviser Law Examination
  2010-07-08

Designations

Other Names

• Jason Kolinsky
• Jason M Kolinsky