World Investment Advisors
41yrs
Top 2% by experience at World Investment Advisors
43yrs
Jonathan Curley
Full name on record: Jonathan E Curley
Financial advisor at World Investment Advisors
Based in Lincroft, New Jersey, Jonathan Curley is a fiduciary financial advisor with 43 years of industry experience. Jonathan has been with World Investment Advisors since 2023; before that, Jonathan spent three years at Laffer Tengler Investments and four years at Butcherjoseph Asset Management. Jonathan holds the ChFC designation.
One of 80 advisors with offices in Lincroft, and one of 71 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Lincroft
Office437 Newman Springs Road, Lincroft, NJ 07738
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?1 state
Services through World Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWorld Investment Advisors, LLCCurrent firm
- 2019 – 2023Laffer Tengler Investments, Inc.Previously
- 2016 – 2020Butcherjoseph Asset Management, LLCPreviously
- Apr 2014 – Nov 2015M Holdings Securities, Inc.Previously
- Jan 2011 – Jul 2012Signator Financial Services, Inc.Previously
- Oct 2009 – Oct 2010Wells Fargo Insurance Services Investment Advisors, Inc.Previously
- 2001 – 2005M Holdings Securities, Inc.Previously
Contact Jonathan
(800) 833-1862World Investment Advisors main office 437 Newman Springs RoadLincroft, NJ 07738Office · Get directions LinkedIn pageWorld Investment Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call World Investment Advisors at (800) 833-1862 and ask for Jonathan Curley. Jonathan works from the Lincroft, NJ office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1983, about 43 years. Top advisor by experience in Lincroft.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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