Advisor at Worldwide Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Worldwide Capital Advisors, LLC
Location
Southgate, MI 48195
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Jason Mcelroy is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Worldwide Capital Advisors, LLC. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities. In addition to his financial advisory role, he owns and operates Downriver Income Tax, a tax preparation and accounting business. Worldwide Capital Advisors, LLC offers discretionary asset management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $84.3 million in assets across about 380 client relationships, using a range of analysis methods and providing tailored investment strategies with ongoing portfolio monitoring.
Based on Worldwide Capital Advisors, LLC
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour for financial planning services
13317 Reeck Ct
Southgate, MI 48195
Florida · Georgia · Michigan · Ohio · Texas
First Allied Advisory Services, Inc.
2012 - 2016 (4 years)
Worldwide Capital Advisors, LLC
2012 - Present (14 years)
First Allied Securities
2008 - 2016 (8 years)
Downriver Income Tax & Accounting
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 63
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Ydream Financial Services, Inc.
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