Jeffrey Jude Sheftic
Professional Summary
Jeffrey Jude Sheftic, who also goes by Jeffrey Sheftic, is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Lincroft, New Jersey. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 11 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 27, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Sheftic
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT
Contact Information
Main Address
437 Newman Springs Road, Lincroft, NJ 07738Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738Phone Number
(732) 758-9300Established
New Jersey since 09/30/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Medium# of Employees
217FINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
4,697AUM (Assets Under Management)
$1,734,780,346Disclosures
Regulatory Event
4Arbitration
2Bond
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/2/2026)
(2/2/2026)
(2/2/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Jude Sheftic's CRS (Customer Relationship Summary).
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