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RIA / WealthAdvisor14 years in industry

JOHN FRANK GEFFERT

Advisor at WORLD INVESTMENT ADVISORS, LLC

Liverpool, NY | Plymouth, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5f1019b1-d446-b7a0-2607-564b44d604c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WORLD INVESTMENT ADVISORS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Nov 9, 2012
First registration: Jan 11, 2013
Dual registered: no
Other names: JOHN GEFFERT|John Frank Geffert
IAPD individual key: 6115212

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Jul 3, 2024	n/a	yes	Liverpool, NY\|Plymouth, MA	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 29, 2018	Jun 28, 2024	no	ROCKLAND, MA\|Plymouth, MA	Previous registration
BOSTON HARBOR WEALTH ADVISORS, LLC	Former SEC adviser	Jan 17, 2018	Oct 30, 2018	no	ACTON, MA	Previous registration
EDWARD JONES	National bd RIA	Jan 11, 2013	Jan 17, 2018	no	ST LOUIS, MO\|COHASSET, MA\|BRIDGEWATER, MA\|ANDOVER, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WORLD INVESTMENT ADVISORS, LLC	Jun 28, 2024	Jul 3, 2024	5	Bulk transfer	Other
BOSTON HARBOR WEALTH ADVISORS, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 30, 2018	Jan 29, 2018	-274	Firm change after gap	RIA to ibd
EDWARD JONES	BOSTON HARBOR WEALTH ADVISORS, LLC	Jan 17, 2018	Jan 17, 2018	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282486:149018:MA:2018-10-30	Oct 30, 2018	Jan 29, 2018	ACTON, MA	Firm change after gap

Relationships

Registered with (4)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 29, 2018 to Jun 28, 2024factForm ADV
→ BOSTON HARBOR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 17, 2018 to Oct 30, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 11, 2013 to Jan 17, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f1019b1-d446-b7a0-2607-564b44d604c6
First observed: Jan 11, 2013
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN FRANK GEFFERT

Advisor at WORLD INVESTMENT ADVISORS, LLC

Liverpool, NY | Plymouth, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5f1019b1-d446-b7a0-2607-564b44d604c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WORLD INVESTMENT ADVISORS, LLC

Other adviser

Jul 3, 2024

n/a

yes

Liverpool, NY|Plymouth, MA

Current employment

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Bd affiliated wealth

Jan 29, 2018

Jun 28, 2024

ROCKLAND, MA|Plymouth, MA

Previous registration

BOSTON HARBOR WEALTH ADVISORS, LLC

Former SEC adviser

Jan 17, 2018

Oct 30, 2018

ACTON, MA

Previous registration

EDWARD JONES

National bd RIA

Jan 11, 2013

Jan 17, 2018

ST LOUIS, MO|COHASSET, MA|BRIDGEWATER, MA|ANDOVER, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WORLD INVESTMENT ADVISORS, LLC

Jun 28, 2024

Jul 3, 2024

Bulk transfer

Other

BOSTON HARBOR WEALTH ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 30, 2018

Jan 29, 2018

-274

Firm change after gap

RIA to ibd

EDWARD JONES

BOSTON HARBOR WEALTH ADVISORS, LLC

Jan 17, 2018

Firm change

Other

Team

Left

Joined

From

Kind

282486:149018:MA:2018-10-30

Oct 30, 2018

Jan 29, 2018

ACTON, MA

Firm change after gap