Jonathan Curley is a ChFC-designated registered investment advisor, based in Charlotte, NC, with 46 years of industry experience.
Location
Charlotte, NC
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Regulatory History
Clean regulatory record
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.
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Jonathan is an advisor for American Forest Management, a forest products and real estate (lumber management) company, attending board meetings and advising directors. This takes minimal time.
Employment History
Current Registrations
World Investments, LLCBroker
June 2025 - Present · 1 yr 1 mo
World Investments, LLC
June 2025 - Present · 1 yr 1 mo
World Investment Advisors, LLC
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Pensionmark Securities, LLCBroker
May 2023 - October 2025 · 2 yrs 5 mos
Laffer Tengler Investments, INC.
November 2019 - March 2023 · 3 yrs 4 mos
Sable Capital LLCBroker
October 2016 - May 2023 · 6 yrs 7 mos
Butcherjoseph Asset Management, LLC
September 2016 - April 2020 · 3 yrs 7 mos
M Holdings Securities, INC.
April 2014 - November 2015 · 1 yr 7 mos
M Holdings Securities, INC.Broker
December 2013 - November 2015 · 1 yr 11 mos
Symetra Investment Services, INC.Broker
January 2011 - July 2012 · 1 yr 6 mos
Symetra Investment Services, INC.
January 2011 - July 2012 · 1 yr 6 mos
Wells Fargo Insurance Services Investment Advisors, INC.
October 2009 - October 2010 · 1 yr
Wells Fargo Insurance Services Investment Advisors, INC.Broker
May 2005 - October 2010 · 5 yrs 5 mos
M Holdings Securities, INC.
February 2001 - April 2005 · 4 yrs 2 mos
M Holdings Securities, INC.Broker
August 2000 - April 2005 · 4 yrs 8 mos
Mutual Service CorporationBroker
April 1995 - December 2000 · 5 yrs 8 mos
Berkshire Equity Sales, INC.Broker
January 1992 - February 1995 · 3 yrs 1 mo
New England SecuritiesBroker
May 1982 - June 1991 · 9 yrs 1 mo
Securities Management & Research, INC.Broker
January 1982 - November 1982 · 10 mos
The Paul Revere Variable Annuity Insurance CompanyBroker
September 1976 - August 1981 · 4 yrs 11 mos
Paul Revere Equity Sales Company (the)Broker
September 1976 - March 1978 · 1 yr 6 mos
State Registrations4 states
CANCNJNM
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.