JB

Jessica Benningsdorf

10 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
261 advisors
Number of Clients
3,473 clients
Average Client Portfolio
$500K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K

World Advisory Services' annual fees for Investment Supervisory Services range from 0.3% to 3.00% of assets under management. The fees are charged quarterly, in advance, based on the total market value of the assets on the last day of the previous calendar quarter. Initial billing includes fees for the remainder of the current calendar quarter, calculated in advance, on a prorated basis from the day the initial deposit was added to the account. There are different fee schedules for Advisor as Portfolio Manager Non-Discretionary (SILVER), Discretionary (SILVER), and Discretionary (GOLD) programs. Minimum individual account size is $10,000 and minimum combined household size is $25,000 for SILVER programs. A minimum of $50,000 of assets under management is required to participate in the Advisor as Portfolio Manager, Discretionary Asset Management Program (GOLD).

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Loading...

Advisor Information

Office location

4582 S Ulster St., Suite 600, Denver, CO, 80237

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
World Investments, LLC Broker
October 2025 - Present · 3 mos
Assuredpartners Investment Advisors
October 2024 - Present · 1 yr 3 mos
World Investment Advisors, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Pensionmark Securities, LLCBroker
May 2024 - October 2025 · 1 yr 5 mos
Empower Financial Services, INC.Broker
February 2017 - May 2024 · 7 yrs 3 mos
MML Investors Services, LLC Broker
April 2015 - November 2016 · 1 yr 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Jessica Benningsdorf - Financial Advisor | AdvisorDiscover