AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JS

Jeffrey J. Sheftic

WORLD INVESTMENTS
Lincroft, NJ 07738
Some features on this profile are disabled
CRD#: 1881657
JS

Professional summary

Jeffrey Jude Sheftic, who also goes by Jeffrey Sheftic, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey Sheftic

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Jude Sheftic's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 2, 2026 - Present

WORLD INVESTMENTS, LLC

Office #1: 437 Newman Springs Road, Lincroft, NJ 07738
BD
CRD#: 20626
Lincroft, NJ
Past

January 24, 2025 - April 2, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 11, 2018 - January 24, 2025

OSAIC FS, INC.

BD
CRD#: 3870
RADNOR, PA
Past

September 11, 2018 - January 24, 2025

OSAIC FA, INC.

BD
CRD#: 3978
RADNOR, PA
Past

October 5, 2016 - August 13, 2018

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
Wilmington, DE
Past

August 22, 2012 - June 15, 2015

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ISELIN, NJ
Past

June 23, 2006 - April 25, 2012

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
JERSEY CITY, NJ
Past

February 29, 2000 - April 18, 2006

APEX CLEARING CORPORATION

BD
CRD#: 13071
NEW YORK, NY
Past

August 6, 1998 - March 7, 2000

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

April 27, 1994 - July 27, 1998

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

November 12, 1990 - January 26, 1994

BNY CLEARING SERVICES LLC

BD
CRD#: 15879
MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/2/2026)
RR
Florida
(2/2/2026)
RR
Washington
(2/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/23/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/9/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/8/2015
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/29/2004
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/24/2003
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WORLD INVESTMENTS, LLC
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

CRD#: 20626 / SEC#: 801-56426, 8-38377

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory assets under management

Total Number of Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures

Regulatory Event3
Arbitration2
Bond1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WORLD INVESTMENTS, LLC

CRD#: 20626Lincroft, NJ 07738

TRUST BUT VERIFY

Monitor Jeffrey Sheftic

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SS
Stephen StewartAdvisorCheck Check Mark
CHELSEA ADVISORY SERVICES, INC
IAR
RR
South Ozone Park, NY
FR
Fernando RiveraAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
East Brunswick, NJ
JB
Jonathan BruschiAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
MORRISTOWN, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.