About Jody
About JodyJody James is an LPL Financial Advisor at James Financial Group, a firm that takes the mystery out of investing, managing risk, and preparing for retirement. With over 10 ten years of experience in the wealth management industry, Jody works closely with individuals and small business owners to craft creative and customized strategies that allow them to reach their financial and life goals and preserve their wealth. Serving as a bridge between Wall Street and Main Street, Jody loves the juxtaposition and synergy as he helps clients achieve their dreams while also making an impact on the local community—raising capital for other businesses, entrepreneurs, and innovators.
Jody has a bachelor’s degree in history from Le Moyne College, an MBA from Brandeis University, and holds the Series 7 and Series 66 certifications. When he’s not working, he enjoys traveling, working out, and spending time with his wife and three children, whom he adores. He’s also a huge New England Patriots fan. To learn more about Jody, connect with him on LinkedIn.
About Carie James
Operations Manager
A skilled multitasker at work, Carie is working diligently to implement solutions and ensure James Financial Group is operating efficiently. Carie oversees the daily workflow of James Financial Group, and her greatest joy is collaborating with co workers to ensure they have the resources needed. Carie brings with her years of experience working in the Financial Services and Legal Industries and is an invaluable member of the team.
In her free time she enjoys working out, traveling, and spending time with her family.