JC
Jonathan E. Curley
WORLD INVESTMENT ADVISORS
Charlotte, NC
Some features on this profile are disabled
CRD#: 827148
JC
Professional summary
Jonathan E Curley, who also goes by Jon Curley, Jonathan Edward Curley, is a registered financial advisor currently at WORLD INVESTMENT ADVISORS, LLC located in Charlotte, North Carolina and WORLD INVESTMENTS, LLC located in Santa Barbara, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Jonathan has worked at 15 firms and has passed the Series 65, Series 63, Series 82TO, Series 7TO, Series 99TO, SIE, Series 14 and Series 40 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Curley | Jonathan Edward Curley
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. American Forest Management; Non-Investment Related; 8702 Red Oak Blvd., Suite C, Charlotte, NC 28217; Forest Products Management - Real Estate (Lumber Management); Advisor; 4/30/2023; 2 hours per month; 2 hours during trading hours; Attend Board of directors' meetings and advises the directors on the business issues.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan E Curley'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®
NoneExperience
Current
May 2, 2023 - Present
WORLD INVESTMENT ADVISORS, LLC
RIA
CRD#: 208512
Charlotte, NC
Current
June 3, 2025 - Present
WORLD INVESTMENTS, LLC
Office #1: 24 East Cota Street Suite 200, Santa Barbara, CA 93101Office #2: 437 Newman Springs Road, Lincroft, NJ 07738BD
CRD#: 20626
Santa Barbara, CA
Past
May 2, 2023 - October 31, 2025
PENSIONMARK SECURITIES, LLC
BD
CRD#: 283952
SANTA BARBARA, CA
Past
November 8, 2019 - March 1, 2023
LAFFER TENGLER INVESTMENTS, INC.
RIA
CRD#: 108068
CHARLOTTE, NC
Past
October 6, 2016 - May 1, 2023
SABLE CAPITAL LLC
BD
CRD#: 113818
Charlotte, NC
Past
September 8, 2016 - April 29, 2020
BUTCHERJOSEPH ASSET MANAGEMENT, LLC
RIA
CRD#: 284626
CHARLOTTE, NC
Past
April 15, 2014 - November 13, 2015
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
CHARLOTTE, NC
Past
December 3, 2013 - November 13, 2015
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
January 3, 2011 - July 31, 2012
SIGNATOR FINANCIAL SERVICES, INC.
RIA
CRD#: 19061
BELLEVUE, WA
Past
January 3, 2011 - July 31, 2012
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BELLEVUE, WA
Past
October 28, 2009 - October 22, 2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.
RIA
CRD#: 35419
CHARLOTTE, NC
Past
May 11, 2005 - October 22, 2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.
BD
CRD#: 35419
CHARLOTTE, NC
Past
February 8, 2001 - April 29, 2005
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
SEATTLE, WA
Past
August 21, 2000 - April 29, 2005
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
April 20, 1995 - December 31, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
January 1, 1992 - February 7, 1995
BERKSHIRE EQUITY SALES, INC.
BD
CRD#: 87
PITTSFIELD, MA
Past
May 24, 1982 - June 28, 1991
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
January 12, 1982 - November 5, 1982
SECURITIES MANAGEMENT & RESEARCH, INC.
BD
CRD#: 759
Past
September 15, 1976 - March 17, 1978
PAUL REVERE EQUITY SALES COMPANY (THE)
BD
CRD#: 2990
Past
September 15, 1976 - August 14, 1981
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
BD
CRD#: 647
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".
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | ZWC ASSET MANAGEMENT | ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP | WRIGHT CONSULTING PARTNERS, LLC | WORLD PRIVATE CLIENT GROUP | WORLD INVESTMENTS | WORLD INVESTMENT ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | WORLD INVESTMENT ADVISORS - BAY AREA | WORLD INVESTMENT ADVISORS | WORLD INVESTMENT | WORLD ADVISORY SERVICES | WORLD ADVISORS | WEDCO FINANCIAL SERVICES | WEALTHPATH INVESTMENT ADVISORS, LLC | WEALTH BRIDGE ADVISORY SERVICES | WD PENSIONMARK | WASHCO FINANCIAL | VIRGILIO WEALTH MANAGEMENT | VALTREND, LLC | TWENTYFOUR INVESTMENTS | TUTTON INSURANCE | TUTTON FINANCIAL | TOWER ROCK ADVISORS | TOTAL WEALTH MANAGEMENT | TODAY FOR TOMORROW, INC. | THE WRIGHT GROUP | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SOURJOHN-KIM RETIREMENT SOLUTIONS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NEW LEVEL INVESTMENT STRATEGIES | NEW ENGLAND WEALTH ADVISORS | NABTI FINANCIAL | MY PERSONAL FINANCIAL ADVISOR | MHK FINANCIAL | MERIDIEN PENSIONMARK | MERIDIEN FINANCIAL GROUP, INC. | MERIDIEN BENEFITS, INC. | MCAFEE WEALTH ADVISORY | MBI WEALTH MANAGEMENT | MBI INVESTMENT ADVISORS | M EMPLOYEE BENEFITS | LIBERTAS FINANCIAL GROUP | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | GPS FINANCIAL MANAGEMENT INCORPORATED | FREEMAN & VANNAUKER | FRANKLIN WEALTH SERVICES | FPN STRATEGIC WEALTH MANAGEMENT, INC. | FINANCIAL SOLUTIONS, LLC | FINANCIAL SOLUTIONS | FINANCIAL POTENTIAL WEALTH MANAGEMENT | FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC | FINANCIAL PLANNING CONCEPTS OF AMERICA | FINANCIAL INDEPENDENCE ADVISORS | FINANCIAL DESIGN & MANAGEMENT, INC. | FIDUCIARY WEALTH MANAGEMENT | FIDUCIARY RETIREMENT ADVISORY GROUP, LLC | FFP WEALTH MANAGEMENT | EXPERIENTIAL WEALTH | EPIC LIFE WEALTH MANAGEMENT | ENDEAVOR RISK ADVISORS | ECM GROUP, LLC | DCS PENSIONMARK RETIREMENT GROUP | CREATIVE FINANCIAL MANAGEMENT | COTA STREET INVESTMENT MANAGEMENT | COTA STREET ASSET MANAGEMENT | COTA ST. INVESTMENT MANAGEMENT | COMPASS CORPORATE RETIREMENT SOLUTIONS | CLOUDBREAK FINANCIAL | CLEARVIEW 401(K) CONSULTANTS | CHAITANYA S. PATEL INC | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BENEFITMARK | BD FINANCIAL SERVICES | AXIOS ADVISORY GROUP, LTD. | ASSUREDPARTNERS NORTHEAST | ASSUREDPARTNERS | ASSURED PARTNERS COLORADO | ASSURE FINANCIAL SERVICES | ASSET STRATEGY PENSIONMARK | ASSET STRATEGY CONSULTANTS, LLC | ASSET STRATEGY ADVISORS | ASHKA & ASSOCIATES | ASCENSION | ARK FINANCIAL SOLUTIONS, LLC | AJ FUTURE FINANCIAL PLANNERS, INC.
CRD#: 208512 / SEC#: 801-96193
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)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
IAR
California(5/2/2023)
RR
California(10/31/2025)
RR
New Jersey(6/3/2025)
RR
New Mexico(10/31/2025)
IAR
North Carolina(5/2/2023)
RR
North Carolina(10/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 5/2/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 9/11/1976
Registered Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | ZWC ASSET MANAGEMENT | ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP | WRIGHT CONSULTING PARTNERS, LLC | WORLD PRIVATE CLIENT GROUP | WORLD INVESTMENTS | WORLD INVESTMENT ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | WORLD INVESTMENT ADVISORS - BAY AREA | WORLD INVESTMENT ADVISORS | WORLD INVESTMENT | WORLD ADVISORY SERVICES | WORLD ADVISORS | WEDCO FINANCIAL SERVICES | WEALTHPATH INVESTMENT ADVISORS, LLC | WEALTH BRIDGE ADVISORY SERVICES | WD PENSIONMARK | WASHCO FINANCIAL | VIRGILIO WEALTH MANAGEMENT | VALTREND, LLC | TWENTYFOUR INVESTMENTS | TUTTON INSURANCE | TUTTON FINANCIAL | TOWER ROCK ADVISORS | TOTAL WEALTH MANAGEMENT | TODAY FOR TOMORROW, INC. | THE WRIGHT GROUP | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SOURJOHN-KIM RETIREMENT SOLUTIONS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NEW LEVEL INVESTMENT STRATEGIES | NEW ENGLAND WEALTH ADVISORS | NABTI FINANCIAL | MY PERSONAL FINANCIAL ADVISOR | MHK FINANCIAL | MERIDIEN PENSIONMARK | MERIDIEN FINANCIAL GROUP, INC. | MERIDIEN BENEFITS, INC. | MCAFEE WEALTH ADVISORY | MBI WEALTH MANAGEMENT | MBI INVESTMENT ADVISORS | M EMPLOYEE BENEFITS | LIBERTAS FINANCIAL GROUP | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | GPS FINANCIAL MANAGEMENT INCORPORATED | FREEMAN & VANNAUKER | FRANKLIN WEALTH SERVICES | FPN STRATEGIC WEALTH MANAGEMENT, INC. | FINANCIAL SOLUTIONS, LLC | FINANCIAL SOLUTIONS | FINANCIAL POTENTIAL WEALTH MANAGEMENT | FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC | FINANCIAL PLANNING CONCEPTS OF AMERICA | FINANCIAL INDEPENDENCE ADVISORS | FINANCIAL DESIGN & MANAGEMENT, INC. | FIDUCIARY WEALTH MANAGEMENT | FIDUCIARY RETIREMENT ADVISORY GROUP, LLC | FFP WEALTH MANAGEMENT | EXPERIENTIAL WEALTH | EPIC LIFE WEALTH MANAGEMENT | ENDEAVOR RISK ADVISORS | ECM GROUP, LLC | DCS PENSIONMARK RETIREMENT GROUP | CREATIVE FINANCIAL MANAGEMENT | COTA STREET INVESTMENT MANAGEMENT | COTA STREET ASSET MANAGEMENT | COTA ST. INVESTMENT MANAGEMENT | COMPASS CORPORATE RETIREMENT SOLUTIONS | CLOUDBREAK FINANCIAL | CLEARVIEW 401(K) CONSULTANTS | CHAITANYA S. PATEL INC | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BENEFITMARK | BD FINANCIAL SERVICES | AXIOS ADVISORY GROUP, LTD. | ASSUREDPARTNERS NORTHEAST | ASSUREDPARTNERS | ASSURED PARTNERS COLORADO | ASSURE FINANCIAL SERVICES | ASSET STRATEGY PENSIONMARK | ASSET STRATEGY CONSULTANTS, LLC | ASSET STRATEGY ADVISORS | ASHKA & ASSOCIATES | ASCENSION | ARK FINANCIAL SOLUTIONS, LLC | AJ FUTURE FINANCIAL PLANNERS, INC.
CRD#: 208512 / SEC#: 801-96193
RIA
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Contact information
Main Address
24 E. Cota Street Suite 200, Santa Barbara, CA 93101
Mailing Address
Phone number
(888) 201-5488
Established
Firm type
Fiscal year end
# of Employees
413
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 25,897 |
| AUM (Assets Under Management) | $ 56,284,395,644 |
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.
