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AJ
AJ
Ann Margaret Johnson
World Advisory Services
19 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
World Advisory Services
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
261 advisors
Number of Clients
3,473 clients
Average Client Portfolio
$500K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:
$10K
Investment Management
Planning
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Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
Get directions
History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
October 2020
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
World Investments, LLC
Broker
November 2024 - Present · 1 yr 3 mos
World Investments, LLC
November 2024 - Present · 1 yr 3 mos
World Investment Advisors, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Pensionmark Securities, LLC
Broker
February 2019 - October 2025 · 6 yrs 8 mos
Independent Financial Partners
April 2017 - February 2019 · 1 yr 10 mos
LPL Financial LLC
Broker
April 2017 - March 2019 · 1 yr 11 mos
J. W. Cole Advisors, INC.
January 2016 - March 2017 · 1 yr 2 mos
J.W. Cole Financial, INC.
Broker
January 2016 - March 2017 · 1 yr 2 mos
Mutual Trust Asset Mgmt., INC.
April 2012 - March 2016 · 3 yrs 11 mos
Mutual Trust CO. of America Securities
Broker
April 2008 - January 2016 · 7 yrs 9 mos
Raymond James & Associates, INC.
Broker
May 2006 - April 2008 · 1 yr 11 mos
State Registrations
2 states
CA
FL
Advisor
Broker
Both
Exams
No exam information available for this advisor.