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James Douglas Holly

World Investment Advisors, LLC

Laguna Niguel, CA

CRD 850144

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-16
  • CA RA
    APPROVED
    Since 2020-09-16

Branch Locations

Laguna Niguel, CA • 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
Nationwide Investment Services Corporation Columbus OH 06/2014 08/2020
Pensionmark Securities, Llc Laguna Niguel CA 09/2020 11/2025
World Investment Advisors, Llc Laguna Niguel CA 09/2020 Present
World Investments, Inc. Lincroft NJ 10/2025 Present
  • 06/2014 → 08/2020
    Nationwide Investment Services Corporation
    Columbus, OH
  • 09/2020 → 11/2025
    Pensionmark Securities, Llc
    Laguna Niguel, CA
  • 09/2020 → Present
    World Investment Advisors, Llc
    Laguna Niguel, CA
  • 10/2025 → Present
    World Investments, Inc.
    Lincroft, NJ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-24
S65 Uniform Investment Adviser Law Examination 2013-12-16
  • S63 Uniform Securities Agent State Law Examination
    2014-07-24
  • S65 Uniform Investment Adviser Law Examination
    2013-12-16

View on SEC IAPD

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