Jaron Nemes
Jaron Nemes is a registered investment advisor at World Investment Advisors, LLC, based in Burlington, VT, with 18 years of industry experience. Jaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
462 Shelburne Road, Burlington, VT, 05402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaron works as a producer for Acrisure Investment Advisory Solutions, LLC, an insurance brokerage, prospecting and selling individual insurance policies. This activity, which is investment-related, takes about 10-20% of his time, including time during trading hours.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Acrisure Investment Advisory Solutions, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Putnam Retail Management Limited PartnershipBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.