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Jaron Dale Nemes

Advisor at World Investment Advisors, LLC — Atkinson, NH

Updated today

Credentials

Series 66

Experience

19 years

Location

Atkinson, NH

World Investment Advisors, LLC logo

World Investment Advisors, LLC

Investment Manager

Total advisors

355

Across 199 offices

Clients per advisor

53

Avg AUM per client

$561,747

HNW client ratio

12%

About

Jaron Nemes is a financial advisor at World Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Acrisure Investment Advisory Services, LLC, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory role, he is involved in prospecting and selling individual insurance policies through Acrisure Investment Advisory Solutions, LLC. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement plans, foundations, and endowments. The firm offers portfolio management and advisory services through model-based and customized strategies, utilizing multiple platforms and tools to support discretionary and non-discretionary solutions.

Client services

Based on World Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on World Investment Advisors, LLC

Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning fixed fees generally range from $1,000 to $5,000.

Percentage

up to 3.00% annually, may be negotiated/waived; may be flat or tiered per client agreement

Project-based

Financial planning hourly rates generally range from $100 to $275 per hour.

Other

Minimum fee: Minimum annual consulting fee may apply, details in client agreement. Fee-only: Financial planning fees range from $1,000 to $5,000 fixed or $100 to $275 per hour, may be negotiated or waived.

Location

See office

Atkinson, NH

Atkinson NH

Advisors at this office

1

Most active in

New Hampshire · Vermont

Work history

19 years of industry experience

Acrisure Investment Advisory Services, LLC

2022 - Present • 4 years

Burlington, VT

World Investment Advisors, LLC

2022 - Present • 4 years

Santa Barbara, CA

Princor Financial Services Corporation

2014 - 2021 • 7 years

Waltham, MA

Principal Life insurance Company

2014 - 2021 • 7 years

Waltham, MA

Fidelity

2012 - 2014 • 2 years

Merrimack, NH

Ameriprise

2006 - 2007 • 1 year

Westlake, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Eric C

Series 66

Salem, NH

Sooner Private Financial LLC

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Private / alternative investments Business exit / sale strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs
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David H

CFP®, CFA®, Series 66

Londonderry, NH

Applied Capital Management, LLC

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

General retirement planning General tax planning
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Anthony C

CFP®, ChFC®, Series 66

Andover, MA

Zen Financial Planning, LLC

Anthony Corsino Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Options & derivatives strategies
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John S

CFP®, Series 65

Andover, MA

Sentry Financial Planning, LLC

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

General retirement planning Income planning Life insurance needs analysis General estate planning guidance College savings (529s, UTMA, etc.)
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Jeremy G

Series 63, Series 65

Salem, NH

Gassman Financial LLC

Jeremy Gassman is the sole advisor at Gassman Financial LLC in Salem, NH, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities, LLC, and Informed Resources, Inc. Besides advisory services, he conducts commission-based insurance and annuity sales. Gassman Financial LLC provides wealth management to individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management along with financial planning and consulting. The firm pursues a long-term, low-turnover investment approach, building diversified portfolios based on clients’ goals, time horizons, and risk tolerances.

Wealth management
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Robert F

Series 65

Amesbury, MA

Plain Talk Financial Planning, LLC

Robert Foster Jr. is the principal of Plain Talk Financial Planning, LLC in Amesbury, MA, holding a Series 65 license with one year of industry experience. He has worked at Nokia since 1984 as a Technical Support Engineer. Foster dedicates a significant portion of his time to this role outside of his advisory work. Plain Talk Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs asset allocation strategies grounded in modern portfolio theory, incorporating both passive and active management, and provides tailored solutions including socially conscious options and cryptocurrency-related exposure when requested.

Social Security optimization General retirement planning Business sale tax planning
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