A complete list of active advisors currently associated with Worldwide Capital Advisors, LLC

Warmer can help you find a great advisor at Worldwide Capital Advisors, LLC or one who fits your needs even better.

Worldwide Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities, and also offers shorter consultation services for specific topics. The firm’s brochure discloses affiliated tax-preparation and insurance activities through a related accounting practice and insurance agency that are offered to clients for separate compensation. The firm develops individualized investment programs based on clients’ goals, time horizons and risk tolerances, and implements those programs on a discretionary basis using methods such as fundamental, technical, charting and cyclical analysis; accounts are reviewed at least annually with attention to asset allocation, rebalancing and tax-loss harvesting. Financial plans range from comprehensive plans to topic-specific consultations and are delivered on a set timeline contingent on client-provided information. Distinctive features include an unusually large client load for a single-advisor independent firm (the brochure reports 541 clients and roughly $90 million in discretionary AUM) and an explicit affiliation with a tax-preparation business (disclosed as an enrolled-agent practice consuming roughly a quarter of the owner’s time) alongside insurance activities. The firm also accepts corporate/business clients, and the brochure describes disclosures and procedures the firm uses to address conflicts that may arise from those affiliated services.

To learn more about the advisors currently working at Worldwide Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Mcelroy	Southgate, MI	16

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