Unclaimed Profile

Jonathan E Curley

PENSIONMARK FINANCIAL GROUP, LLC·SANTA BARBARA, California

SIE, Series 7TO, Series 14, Series 40, Series 63, Series 65, Series 82TO, Series 99TOChFCClean record25 years registeredPENSIONMARK FINANCIAL GROUP, LLC

24 E. COTA STREET, SANTA BARBARA, CA 93101CRD# 827148Firm CRD# 208512

Profile Verification

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

Identity

Jonathan E Curley · SANTA BARBARA, CA

Registration

CRD #827148 · PENSIONMARK FINANCIAL GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENTS, LLC

Jun 2025 – present

WORLD INVESTMENT ADVISORS, LLC

May 2023 – present

LAFFER TENGLER INVESTMENTS, INC.

Nov 2019 – Mar 2023

CHARLOTTE, NC

BUTCHERJOSEPH ASSET MANAGEMENT, LLC

Sep 2016 – Apr 2020

CHARLOTTE, NC

M HOLDINGS SECURITIES, INC.

Apr 2014 – Nov 2015

CHARLOTTE, NC

SYMETRA INVESTMENT SERVICES, INC.

Jan 2011 – Jul 2012

BELLEVUE, WA

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

Oct 2009 – Oct 2010

CHARLOTTE, NC

M HOLDINGS SECURITIES, INC.

Feb 2001 – Apr 2005

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 14

Series 40

Series 63

Series 65

Series 82TO

Series 99TO

Registration record

First registered · February 8, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Jonathan E Curley offer?

Jonathan E Curley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Jonathan E Curley's credentials?

Jonathan E Curley holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan E Curley located?

Jonathan E Curley 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 Jonathan E Curley charge for services?

Jonathan E Curley'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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