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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)42 years in industry

JONATHAN E CURLEY

Advisor at WORLD INVESTMENT ADVISORS, LLC

Charlotte, NC | Lincroft, NJ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2001 to Sep 15, 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: Dec 20, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Dec 20, 1983
First registration: Feb 8, 2001
Dual registered: yes, broker-dealer
Other names: JON CURLEY|JONATHAN EDWARD CURLEY
IAPD individual key: 827148

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	May 2, 2023	n/a	yes	Lincroft, NJ\|Charlotte, NC	Current employment
LAFFER TENGLER INVESTMENTS, INC.	Independent wealth	Nov 8, 2019	Mar 1, 2023	no	CHARLOTTE, NC	Previous registration
BUTCHERJOSEPH ASSET MANAGEMENT, LLC	n/a	Sep 8, 2016	Apr 29, 2020	no	CHARLOTTE, NC	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Apr 15, 2014	Nov 13, 2015	no	CHARLOTTE, NC\|PORTLAND, OR	Previous registration
SIGNATOR FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 3, 2011	Jul 31, 2012	no	Bellevue, WA	Previous registration
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	n/a	Oct 28, 2009	Oct 22, 2010	no	CHARLOTTE, NC\|RADNOR, PA\|CHARLOTTE, NC	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Feb 8, 2001	Apr 29, 2005	no	SEATTLE, WA	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
LAFFER TENGLER INVESTMENTS, INC.	WORLD INVESTMENT ADVISORS, LLC	Mar 1, 2023	May 2, 2023	62	Firm change	Other
BUTCHERJOSEPH ASSET MANAGEMENT, LLC	LAFFER TENGLER INVESTMENTS, INC.	Apr 29, 2020	Nov 8, 2019	-173	Firm change after gap	Other
M HOLDINGS SECURITIES, INC.	BUTCHERJOSEPH ASSET MANAGEMENT, LLC	Nov 13, 2015	Sep 8, 2016	300	Firm change	Other
SIGNATOR FINANCIAL SERVICES, INC.	M HOLDINGS SECURITIES, INC.	Jul 31, 2012	Apr 15, 2014	623	Firm change after gap	Other
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	SIGNATOR FINANCIAL SERVICES, INC.	Oct 22, 2010	Jan 3, 2011	73	Firm change	Other
M HOLDINGS SECURITIES, INC.	WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	Apr 29, 2005	Oct 28, 2009	1,643	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
284626:108068:NC:2020-04-29	Apr 29, 2020	Nov 8, 2019	CHARLOTTE, NC	Firm change after gap

Relationships

Registered with (6)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 2, 2023 to presentfactForm ADV
→ LAFFER TENGLER INVESTMENTS, INC.Registered adviserregistration: previous registration
Nov 8, 2019 to Mar 1, 2023factForm ADV
→ BUTCHERJOSEPH ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 8, 2016 to Apr 29, 2020factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Apr 15, 2014 to Nov 13, 2015factForm ADV
→ SIGNATOR FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2011 to Jul 31, 2012factForm ADV
→ WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Oct 28, 2009 to Oct 22, 2010factForm ADV

Dated events

Occurred
Mar 1, 2023
Advisor changed firm
Jonathan E Curley left Laffer Tengler Investments, Inc. for World Investment Advisors, Llc (registered 2023-05-02)
Form ADVobserved 5 days ago