Best Investors Account Sign in

James Thomas Borda

World Investment Advisors, LLC

Hammonton, NJ

Claim This Profile
Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-22
  • NJ RA
    APPROVED
    Since 2025-10-22

Branch Locations

233 Bellevue Avenue Suite 1, Hammonton, NJ 08037 • 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
OrganizationCityStateFromTo
Db Ag Filiale - Dbsi Affiliate New York NY 08/2014 08/2019
Jpmorgan Chase Bank, N.A. New York NY 09/2019 04/2021
Jpmorgan Securities, Llc. New York NY 09/2019 04/2021
Ubs Financial Services, Inc. New York NY 04/2021 09/2025
World Investments, Llc Lincroft NJ 09/2025 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 08/2014 → 08/2019
    Db Ag Filiale - Dbsi Affiliate
    New York, NY
  • 09/2019 → 04/2021
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2019 → 04/2021
    Jpmorgan Securities, Llc.
    New York, NY
  • 04/2021 → 09/2025
    Ubs Financial Services, Inc.
    New York, NY
  • 09/2025 → Present
    World Investments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    World Investment Advisors, Llc
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-10
S63 Uniform Securities Agent State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2022-01-10
  • S63 Uniform Securities Agent State Law Examination
    2016-07-29
Other Names
  • James Borda
  • James Thomas Borda

View on SEC IAPD

Other Firms

EDWARD JONES
KINGSVIEW WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RCM CAPITAL MANAGEMENT, L.L.C.
THRIVENT INVESTMENT MANAGEMENT INC.
PNC WEALTH MANAGEMENT LLC
TD PRIVATE CLIENT WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

SAMUEL JOHN RODIO
James Chester Siwek
Benjamin John Ott
CHRISTOPHER ROBIN CICALESE
PAUL THOMAS PRENDERGAST
JOHN JACOB SCARPINATO
Douglas Gorecki
EDINSON CRUZADO

Other Offices

EDWARD JONES · HAMMONTON, NJ
KINGSVIEW WEALTH MANAGEMENT, LLC · Hammonton, NJ
CETERA INVESTMENT ADVISERS LLC · HAMMONTON, NJ
RCM CAPITAL MANAGEMENT, L.L.C. · HAMMONTON, NJ
THRIVENT INVESTMENT MANAGEMENT INC. · WILLIAMSTOWN, NJ
PNC WEALTH MANAGEMENT LLC · WILLIAMSTOWN, NJ
TD PRIVATE CLIENT WEALTH LLC · Williamstown, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILLIAMSTOWN, NJ

More in Hammonton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor