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JH

Jad J. Hoche

WORLD EQUITY GROUP
Miami, FL
Some features on this profile are disabled
CRD#: 5983444
JH

Professional summary

Jad Jubran Hoche, who also goes by Jad J Hoche, Jad Jubran Hoche, is a registered financial advisor currently at WORLD EQUITY GROUP, INC. located in Miami, Florida.

Jad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jad has worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jad J Hoche | Jad Jubran Hoche

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) Electro Tech Industries(ETI); Not investment related; Address: 303 Little York, Rd, Houston, TX, 77098; Nature of OBA: Manufacturing of Electrical Engineering Equipment; Posn/Title: Business Development; Start Date: 05/01/2024; Approx No of Hrs/Mth for OBA: 100 Hrs; Approx No of Hrs/Mth during Trading Hrs for OBA: 50 Hrs; Duties: Hiring, Customer Acquisition, Supplier Relationship Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jad Jubran Hoche's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jad Jubran Hoche'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

August 29, 2025 - Present

WORLD EQUITY GROUP, INC.

RIA
BD
CRD#: 29087
Miami, FL
Current

August 26, 2025 - Present

WORLD EQUITY GROUP, INC.

Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173
RIA
BD
CRD#: 29087
Schaumburg, IL
Past

May 26, 2023 - April 30, 2024

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
Miami, FL
Past

April 26, 2023 - April 30, 2024

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
Miami, FL
Past

July 21, 2022 - April 3, 2023

WIZEST INC.

RIA
CRD#: 315156
Miami, FL
Past

July 7, 2021 - October 6, 2021

BOREAL CAPITAL MANAGEMENT LLC

RIA
CRD#: 112221
MIAMI, FL
Past

January 4, 2021 - October 6, 2021

BOREAL CAPITAL SECURITIES LLC

BD
CRD#: 158599
MIAMI, FL
Past

October 2, 2020 - January 4, 2021

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

May 21, 2020 - January 4, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

November 16, 2018 - January 4, 2021

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
MIAMI, FL
Past

October 15, 2018 - October 16, 2018

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

April 14, 2017 - October 9, 2018

HOLISTIC ASSET MANAGEMENT, LLC

RIA
CRD#: 156789
MIAMI, FL
Past

May 1, 2015 - September 24, 2018

HOLISTIC BROKERAGE, LLC

BD
CRD#: 46001
MIAMI, FL
Past

December 21, 2011 - October 23, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BOCA RATON, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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.
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
Florida
(8/26/2025)
RR
Illinois
(8/26/2025)
RR
Texas
(8/26/2025)
IAR
Texas
(8/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/17/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/14/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 9/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 5/5/2012
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/19/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173
Phone number
(847) 342-1700
Established
Illinois since 09/13/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
170

SEC notice filing (51 States and Territories)

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

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)
WORLD EQUITY GROUP ADV PART II (5/20/2025)
REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

NamePositionCRD#
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
DUDAS, STEPHEN STANLEYPRESIDENT4820047
GOULD, CRAIG MICHAELCHIEF EXECUTIVE OFFICER2367293
LISHCHYNSKY, MARK JOHN JRCHIEF OPERATING OFFICER2478952
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Regulatory assets under management

Total Number of Accounts3,151
AUM (Assets Under Management)$ 944,844,374

Disclosures

Regulatory Event12

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 EQUITY GROUP, INC.

CRD#: 29087Miami, FL

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