Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Curley is an investment advisor representative with World Investment Advisors, LLC. Jonathan has been in the securities industry since 1980. Jonathan has passed the Series 63, Series 65, Series 7TO, Series 82TO, Series 99TO, and Series 14 and Series 40 examinations. Jonathan is registered as an investment advisor representative in California and North Carolina. Jonathan has been employed at World Investment Advisors, LLC since 2023. Previously, Jonathan has also been employed at M HOLDINGS SECURITIES, INC., QUEALLY GROUP, ButcherJoseph Asset Management, LLC, Sable Capital LLC, ButcherJoseph Financial Holdings, LLC, Laffer Investments Inc, Pensionmark Financial Group, LLC, and Pensionmark Securities, LLC. Jonathan is also a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
05/02/2023 - Present
World Investment Advisors, LLC (Charlotte NC)
NC
10/06/2016 - 05/01/2023
SABLE CAPITAL LLC (Charlotte NC)
OR
12/03/2013 - 11/13/2015
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
WA
01/03/2011 - 07/31/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
NC
05/11/2005 - 10/22/2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (CHARLOTTE NC)
OR
08/21/2000 - 04/29/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
04/20/1995 - 12/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/01/1992 - 02/07/1995
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NY
05/24/1982 - 06/28/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
01/12/1982 - 11/05/1982
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
09/15/1976 - 08/14/1981
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
NA
09/15/1976 - 03/17/1978
PAUL REVERE EQUITY SALES COMPANY (THE)
IA
Issued 08/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/11/1976
Series 40 - Registered Principal Examination
BC
Issued 05/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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