Jason D. Mcelroy

WORLDWIDE CAPITAL ADVISORS

Southgate, MI 48195

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CRD#: 2618539

Professional summary

Jason Daniel Mcelroy, CFP® is a registered financial advisor currently at WORLDWIDE CAPITAL ADVISORS, LLC located in Southgate, Michigan.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jason has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.) SOLE PROPRIETOR - DOWNRIVER INCOME TAX. NOT INV. RELATED. 14703 ALLEN RD SUITE 108. TAX PREP. OWNER. 1/1/2001 TO PRESENT. 80HRS MTH. DOWNRIVER NCOME TAX, NON-INVESTMENT RELATED, TAX PREP/ACCOUNTING, OWNER, 50 HRS. MONTHLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Daniel Mcelroy's 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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

May 24, 2012 - Present

WORLDWIDE CAPITAL ADVISORS, LLC

Office #1: 13317 Reeck Ct, Southgate, MI 48195

RIA

CRD#: 159924

Southgate, MI

Past

January 30, 2013 - July 31, 2013

FIRST AMERICAN SECURITIES, INC.

RIA

CRD#: 35841

ORRVILLE, OH

Past

January 29, 2013 - July 31, 2013

FIRST AMERICAN SECURITIES, INC.

CRD#: 35841

ORRVILLE, OH

Past

July 2, 2012 - January 29, 2013

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

SOUTHGATE, MI

Past

September 3, 2010 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

WYANDOTTE, MI

Past

January 24, 2008 - January 28, 2013

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

WYANDOTTE, MI

Past

January 19, 2006 - January 9, 2008

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

CRD#: 40096

SOUTHFIELD, MI

Past

April 12, 2004 - April 1, 2005

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

February 14, 2003 - February 10, 2004

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

April 3, 2001 - May 22, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

October 16, 1998 - August 23, 2000

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

January 12, 1998 - April 7, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

November 12, 1996 - October 8, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 8, 1995 - November 22, 1996

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/2/2025)

IAR

Georgia
(8/25/2025)

IAR

Michigan
(5/24/2012)

IAR

Ohio
(6/12/2023)

IAR

Texas
(3/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/7/1995

General Securities Representative Examination

Current Firm

WORLDWIDE CAPITAL ADVISORS, LLC

CRD#: 159924 / SEC#:

Florida

Registered Investment Advisory firm - (10/2/2025 Approved)

Georgia

Registered Investment Advisory firm - (8/25/2025 Approved)

Michigan

Registered Investment Advisory firm - (4/27/2012 Approved)

Ohio

Registered Investment Advisory firm - (6/11/2023 Approved)

Texas

Registered Investment Advisory firm - (3/21/2022 Conditional Restricted)

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Contact information

Main Address

13317 Reeck Ct, Southgate, MI 48195

Mailing Address

Phone number

(734) 246-4774

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 74,500,000

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.

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IAR

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J.P. MORGAN SECURITIES LLC

Redford, MI

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Advisor Monitoring

Firm Stability Insights

Jason D. Mcelroy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Daniel Mcelroy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST AMERICAN SECURITIES, INC.

FIRST AMERICAN SECURITIES, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

SUNAMERICA SECURITIES, INC.

CETERA ADVISORS LLC

AMERIPRISE ADVISOR SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/1997

Series 63

Date: 9/15/1995

Series 7

Date: 9/7/1995

Current Firm

WORLDWIDE CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WORLDWIDE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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