Jason Kolinsky
Jason Kolinsky is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Ramsey, NJ, with 16 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23,021 clients with $72B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
World Investment Advisors charges for investment management based on a percentage of the value of your portfolio. Fees vary depending on your specific agreement, account size, and the custodian holding your funds, but will never exceed 3.00% annually. Fees are typically calculated at an annual rate and billed monthly in advance. In addition to the portfolio management fee, you may pay technology platform fees of up to 0.05% annually (with a $100 minimum) or up to 0.15% (with a $150 minimum) if third-party managers are used. Custodian charges, brokerage commissions, and mutual fund internal expenses are separate from World Investment Advisors's fees.
Location
500 North Franklin Turnpike, Suite 104, Ramsey, NJ, 07446
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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
Jason is a member of KWM TPA Services, LLC, providing TPA administrative services for qualified retirement plans, dedicating a few hours per week. He is also a managing member of Kolinsky Enterprises, LLC, an investment holding company, and an insurance agent selling non-variable insurance and annuities, each taking a few hours per week.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Kwm Securities LLCBroker
The Strategic Financial Alliance, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Allied Beacon Partners, INC.Broker
American Portfolios Financial Services, INC.Broker
Kolinsky Wealth Management, LLC
State Registrations17 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.
Exams
More Advisors
- Steven Kolinsky, ChFCWorld Investment Advisors, LLC
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- Mark Andraos, CFPRegency Wealth Management
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