World Choice Securities, Inc. logo

World Choice Securities, Inc.

Updated today

Client assets under management

$26,717,000

Clients

43

26% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

9

Very Low

Average account size

$621,326

About

World Choice Securities, Inc. serves individual and high-net-worth clients, providing investment advisory services that include portfolio management and related advisory offerings, generally under percentage-of-AUM fee arrangements. The firm reports roughly $26.7 million in regulatory assets under management and a client base of about 43 households, supported by a five-advisor team.

The firm delivers discretionary and non-discretionary portfolio management for individuals and, in addition to advisory services, also conducts broker-dealer activities and operates as an insurance broker/agent—functions that are distinct from its advisory business and can involve separate compensation structures. It maintains a formal compliance structure with a designated chief compliance officer and makes firm information available on its public website.

Compared with peers, World Choice combines advisory services with broker-dealer and insurance brokerage activities, and its Form ADV discloses regulatory events — features that are relatively uncommon among similar team firms. The combination of a small client base and modest assets under management for a five-advisor team suggests more concentrated advisor-to-client coverage than typically seen at larger team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Main office location

World Choice Securities, Inc.

7650 Rivers Edge Drive, Suite 260

Columbus OH 43235, United States

Number of offices

1

Most active in

Florida · Ohio · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jiexiong L

Series 63, Series 65

San Antonio, TX

World Choice Securities, Inc.

Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms, including Benefit Mall, Life Marketers, and Humana Health Insurance, where he is involved in selling health and life insurance products. Outside of financial advising, he serves as president of JMW Technologies, Inc., managing IT client relationships. World Choice Securities, Inc. serves individual investors across a range of wealth levels, providing portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and offers both discretionary and non-discretionary account management.

user avatar

Olin J

ChFC®, Series 63, Series 65

Columbus, OH

World Choice Securities, Inc.

Olin Johanssen is a financial advisor at World Choice Securities, Inc. with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining World Choice Securities in 2018, he worked at THE O.N. Equity Sales Company, Ohio National Financial Services, and Voya Financial Advisors. In addition to his advisory role, he is involved in selling life, health, disability, and long-term care insurance through Johanssen Financial Services. World Choice Securities, Inc. serves individual investors across wealth levels, offering portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with clients’ risk profiles and employs a range of strategies including discretionary and non-discretionary management.

user avatar

Robert C

Series 63, Series 65

Columbus, OH

World Choice Securities, Inc.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory work, he is a managing member of RFG Properties, LLC, a property management business. World Choice Securities, Inc. serves both high-net-worth and non-high-net-worth individual investors, offering portfolio management, financial planning, and access to third-party and sub-advisory solutions. The firm employs globally diversified investment strategies aligned with client risk profiles and conducts formal account reviews at least quarterly.

user avatar

Michael H

ChFC®, Series 63

Columbus, OH

World Choice Securities, Inc.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory work, Haddaway is involved in insurance sales, focusing on traditional life, disability, and long-term care insurance through his sole proprietorship and affiliations. World Choice Securities, Inc. serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and access to third-party and sub-advisory solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and employs a range of strategies, including discretionary and non-discretionary account management.

user avatar

Donald G

Series 63, Series 65

Canyon Lake, TX

World Choice Securities, Inc.

Donald Gearhart is a financial advisor with World Choice Securities, Inc. in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at World Choice Securities since 2004 and previously spent 17 years with The Independent Bankers Bank. World Choice Securities, Inc. serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, individualized financial planning, and access to third-party and sub-advisory solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and employs a range of strategies, conducting formal account reviews at least quarterly.

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")