Jason Aceituno
Investment adviser representative at World Investment Advisors, LLC
5 yearsExperience
1 stateRegistered 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
5 years in the industry.
- World Investment Advisors, LLCJan 2026 to now
- Pensionmark Financial Group, LLCJul 2018 to now
- Sequoia Consulting GroupJan 2018 to now
- Pensionmark Securities, LLCJul 2018 to Nov 2024
- Global Retirement Partners, LLCMar 2018 to Jun 2018
- LPL Financial, LLCJan 2018 to Jul 2018
- Lion Street FinancialSep 2017 to Jan 2018
- Pen-cal Administrators, Inc.Apr 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6482246
- Firm CRD
- 208512