Julia Aleksandrovna Hooper

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

• 09/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 07/2015 → 05/2017
  Ubs Financial Services, Inc
  Irvine, CA
• 05/2017 → 09/2019
  Ubs Financial Services, Inc
  Los Angeles, CA
• 04/2022 → 07/2024
  Raymond James Financial Services
  Brentwood, TN
• 05/2022 → 11/2022
  Southwestern Investment Group
  Brentwood, TN
• 11/2022 → 07/2024
  Sagespring Wealth Partners
  Brentwood, TN
• 08/2024 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 08/2024 → 10/2025
  Pensionmark Securities
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Brentwood, TN

Previous Registrations

• 2022-06-22 → 2024-09-24
  Sagespring Wealth Partners
  Brentwood, TN
• 2019-10-24 → 2022-04-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Beverly Hills, CA
  Chicago, IL
• 2014-10-30 → 2019-10-07
  Ubs Financial Services Inc.
  Newport Beach, CA
  Irvine, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1. N/A; Investment Related; 229 Ward Circle, Suite A-11 Brentwood, TN 37027; Life, Accident & Health, Variable Life & Variable Annuity; Insurance Agent; 7/5/2022; 0 hours per month; 0 hours during trading hours; Licensed to sell Life, Accident & Health, Variable Life & Variable Annuities. Not currently selling but may do so in the future.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-30

Designations

• Certified Financial Planner

Other Names

• Julia Aleksandrovna Popova
• Julia Popova