Jonathan Curley has been Chief Compliance Officer of World Investment Advisors since May 2023, is a control person of the firm and directly owns under 5% of it. Jonathan Curley holds a B.A. from the College of the Holy Cross.
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.
Jon Curley is Chief of Compliance of World Investment Advisors. In this role, Curley oversees the global compliance strategies across all World Investment Advisors, LCC and World Investments, LLC financial services companies. Most recently he was senior advisor to ButcherJoseph & Co and president of Sable Capital, a FINRA-registered broker-dealer subsidiary of ButcherJoseph & Co. Before that he was CEO and founder of Laffer Tengler Investments.
Jonathan Curley’s longest registration was 4 years at M Holdings Securities, Inc. (2001–2005). Before joining World Investment Advisors in 2023, Jonathan Curley was registered through Laffer Tengler Investments, Inc. and Butcherjoseph Asset Management, LLC.
- Laffer Tengler Investments, Inc.– · 3 yearsCharlotte, NC · Adviser representative · Firm CRD 108068
- Butcherjoseph Asset Management, LLC– · 3 yearsCharlotte, NC · Adviser representative · Firm CRD 284626
- M Holdings Securities, Inc.– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 43285
- Symetra Investment Services, Inc.– · 1 yearBellevue, WA · Adviser representative · Firm CRD 19061
- Wells Fargo Insurance Services Investment Advisors, Inc.– · under a yearCharlotte, NC · Adviser representative · Firm CRD 35419
- M Holdings Securities, Inc.– · 4 yearsSeattle, WA · Adviser representative · Firm CRD 43285
Professional designations
Listed by World Investment Advisors
- Chartered Life Underwriter
- Chartered Financial Consultant
Investment adviser representative registrations
Jonathan Curley is registered as an investment adviser representative in 2 states. The first approvals date from May 2023; the most recent is New Jersey, in October 2026.
- New JerseySince 13 October 2026
- North CarolinaSince 2 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 82TO | Limited Representative-Private Securities Offerings | 2 May 2023 |
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 1983 |
| Series 40 | Registered Principal Examination | 11 September 1976 |
- Name
- Limited Representative-Private Securities Offerings
- Name
- Compliance Officer Examination
- Name
- General Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Principal Examination
- Full name
- Jonathan E Curley
- CRD
- 827148
- Firm
- World Investment Advisors · CRD 208512
- Role
- Chief Compliance Officer
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1980
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- worldadvisors.com
Where does Jonathan Curley work?
Jonathan Curley has been Chief Compliance Officer of World Investment Advisors, LLC since May 2023, and is a control person of the firm.
Is Jonathan Curley a financial advisor?
Yes. Jonathan Curley has a current investment-adviser registration in New Jersey and North Carolina, through World Investment Advisors since May 2023.
How many years of experience does Jonathan Curley have?
Jonathan Curley has 46 years in the financial industry, since March 1980, across 6 adviser firms.
What exams has Jonathan Curley passed?
Jonathan Curley has passed 7 licensing exams: the Series 40, Series 63, Series 65, Series 14, Series 7TO, Series 99TO and Series 82TO. The earliest, the Series 40, was passed in September 1976. FINRA credited Jonathan Curley with the SIE, which began in October 2018.
Where did Jonathan Curley work before World Investment Advisors?
Before World Investment Advisors, Jonathan Curley was registered through Laffer Tengler Investments, Inc., November 2019 to March 2023; Butcherjoseph Asset Management, LLC, September 2016 to April 2020; M Holdings Securities, Inc., April 2014 to November 2015; Symetra Investment Services, Inc., January 2011 to July 2012; Wells Fargo Insurance Services Investment Advisors, Inc., October 2009 to October 2010; M Holdings Securities, Inc., February 2001 to April 2005.
Is Jonathan Curley registered with FINRA?
Yes. Jonathan Curley has a current broker registration, under CRD 827148.
Source: FINRA BrokerCheck
How can I verify Jonathan Curley’s record?
Search CRD 827148 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Curley’s full registration record.
