Unclaimed Profile

Jennifer A Tanck

PENSIONMARK FINANCIAL GROUP, LLC·SANTA BARBARA, California

SIE, Series 7, Series 24, Series 62, Series 63, Series 65, Series 6617 years registeredPENSIONMARK FINANCIAL GROUP, LLC

24 E. COTA STREET, SANTA BARBARA, CA 93101CRD# 4159179Firm CRD# 208512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer A Tanck · SANTA BARBARA, CA

Registration

CRD #4159179 · PENSIONMARK FINANCIAL GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENTS, LLC

Oct 2025 – present

WORLD INVESTMENT ADVISORS, LLC

Dec 2015 – present

INDEPENDENT FINANCIAL PARTNERS

May 2009 – Dec 2012

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 62

Series 63

Series 65

Series 66

Registration record

First registered · May 4, 2009

Years registered · 17

Disclosure History

2014Regulatory·Final

2012Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WORLD INVESTMENT ADVISORS, LLC

CRD 208512 · SEC 801-96193

AUM

$37.8B

Regulatory assets under management

Employees

324

11,973 client accounts

Services offered by WORLD INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WORLD INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer A Tanck offer?

Jennifer A Tanck specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Jennifer A Tanck's credentials?

Jennifer A Tanck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer A Tanck located?

Jennifer A Tanck is based in SANTA BARBARA, California, working with PENSIONMARK FINANCIAL GROUP, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Jennifer A Tanck charge for services?

Jennifer A Tanck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSIONMARK FINANCIAL GROUP, LLC?

PENSIONMARK FINANCIAL GROUP, LLC has approximately 324 employees and manages $37.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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