Jim Worden, CFA, CMT, CAIA, currently serves as the Chief Investment Officer at The Wealth Consulting Group since June 2021 and is the Founder, CEO, and CIO of Straightway Financial since April 2020. Prior roles include Vice President of Portfolio Consulting at The Financial Services Network, Director of Research at Allworth Financial, and various investment-related positions at Securities America, Sierra Capital Investors, Wells Fargo Securities, and Prudential Securities. Jim Worden holds a Bachelor of Science in International Business Management from Brigham Young University–Hawaii, completed in 1998, and graduated from El Dorado High School in 1992.
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