Jad Hoche
Investment adviser representative at World Equity Group, Inc.
11 yearsExperience
1 stateRegistered in
$1BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- World Equity Group, Inc.Aug 2025 to now
- Electro Tech IndustriesApr 2024 to now
- Self-employedApr 2024 to Sep 2024
- HSBC Securities (USA) Inc.Mar 2023 to Apr 2024
- WizestDec 2021 to Apr 2023
- Popstar Auto LLCOct 2021 to Apr 2024
- Boreal Capital Securities LLCJan 2021 to Oct 2021
- Citi International Financial Services LLCSep 2018 to Jan 2021
- Citibank NASep 2018 to Jan 2021
- Adcap Securities, LLCApr 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
World Equity Group, Inc.
$1BAssets managed
3,151Clients
52Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5983444
- Firm CRD
- 29087