John Frank Geffert
Investment adviser representative at World Investment Advisors, LLC
14 yearsExperience
3 statesRegistered in
$71.6BFirm assets
11 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- World Investment Advisors, LLCJul 2024 to now
- Pensionmark Financial Group, LLCJun 2024 to now
- World Investments, Inc.Jun 2024 to now
- John Geffert, LLCApr 2023 to now
- Boston Harbor Wealth Advisors, LLCJan 2018 to now
- Financial Independence Advisors, LLCJan 2018 to now
- Clear Path Wealth Advisors, LLC - dba Boston Harbor Wealth AdvisJan 2023 to Dec 2023
- South Shore Tax PlanningJun 2020 to Dec 2022
- Raymond James Financial Services Advisors Inc.Jan 2018 to Jun 2024
- Raymond James Financial Services, Inc.Jan 2018 to Jun 2024
- Edward JonesSep 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (MA, NY, TX).
World Investment Advisors, LLC
$71.6BAssets managed
23,021Clients
356Advisers
11 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
- 6115212
- Firm CRD
- 208512