Jennifer Tanck has been EVP/Chief Operating Officer of World Investment Advisors since March 2017, is a control person of the firm and directly owns under 5% of it. Jennifer Tanck holds a Bachelor's degree in Management Information Systems from the University of South Florida. Jennifer Tanck studied at Stetson University College of Law.
World Investment Advisors, LLC is a Lincroft, NJ firm with $71.6B under management, 23,021 clients and 471 advisers across 125 offices, as of its September 2026 filing.
Jennifer Tanck is Executive Vice President and Chief Operations Officer of World Investment Advisors. She manages the firm's compliance program and operations and partners with advisors to deliver infrastructure and support services. Before joining the firm in 2015, she was Senior Vice President of Client Service Delivery for Aspire and previously served as President and Chief Compliance Officer of Independent Financial Partners.
Jennifer Tanck’s longest registration is the current one, 10 years at World Investment Advisors since 2015. Before joining World Investment Advisors in 2015, Jennifer Tanck was registered through Independent Financial Partners.
- – present · 10 yearsFort Worth, TX · Adviser representative · Firm CRD 208512
- Independent Financial Partners– · 3 yearsTampa, FL · Adviser representative · Firm CRD 125112
Investment adviser representative registrations
Jennifer Tanck is registered as an investment adviser representative in Texas, since November 2017.
- TexasSince 30 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 12 April 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2015 |
| Series 66 | Uniform Combined State Law Examination | 23 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 May 2005 |
| Series 7 | General Securities Representative Examination | 11 September 2000 |
| Series 24 | General Securities Principal Examination | 25 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Full name
- Jennifer A Tanck
- CRD
- 4159179
- Firm
- World Investment Advisors · CRD 208512
- Role
- EVP/Chief Operating Officer
- Office
- Fort Worth, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- worldadvisors.com
Where does Jennifer Tanck work?
Jennifer Tanck has been EVP/Chief Operating Officer of World Investment Advisors, LLC since March 2017, and is a control person of the firm.
Is Jennifer Tanck a financial advisor?
Yes. Jennifer Tanck has a current investment-adviser registration in Texas, through World Investment Advisors since December 2015.
How many years of experience does Jennifer Tanck have?
Jennifer Tanck has 23 years in the financial industry, since September 2003, across 2 adviser firms.
What exams has Jennifer Tanck passed?
Jennifer Tanck has passed 6 licensing exams: the Series 24, Series 7, Series 63, Series 66, Series 65 and Series 62. The earliest, the Series 24, was passed in August 2000. FINRA credited Jennifer Tanck with the SIE, which began in October 2018.
Where did Jennifer Tanck work before World Investment Advisors?
Before World Investment Advisors, Jennifer Tanck was registered through Independent Financial Partners, May 2009 to December 2012.
Where is Jennifer Tanck based?
Jennifer Tanck’s registered office is in Fort Worth, TX.
Is Jennifer Tanck registered with FINRA?
Yes. Jennifer Tanck has a current broker registration, under CRD 4159179.
Source: FINRA BrokerCheck
How can I verify Jennifer Tanck’s record?
Search CRD 4159179 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jennifer Tanck’s full registration record.
