Jim Worden

Portfolio Counselor

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866-822-9880, Ext. 8144

Jim has been a financial services professional for 10 years, and joined the Iron Point investment team in 2003. Prior to Iron Point, he gained invaluable experience working with clients as a financial consultant and equity research analyst at Prudential Securities, Wells Fargo Securities, and Sierra Capital Investors. At Iron Point, his responsibilities include the oversight of the U.S. equity markets, for which he performs company, sector and industry analysis, as well as domestic market cap and style analysis. Jim also oversees all of the quantitative screening models the investment committee uses as part of its decision making process. Jim graduated from Brigham Young University – Hawaii, with a Bachelor of Science degree in International Business Management and a Minor in Information Systems. He holds Series 7, 63 and 65 securities licenses and is currently enrolled in the CFA Institute’s Chartered Financial Analyst program. Jim is also a member of the CFA Institute. In his free time, Jim enjoys his volunteer work with the Boy Scouts of America and his church. He also enjoys supporting his children in soccer, piano, kung fu and violin.