Focus: Insurance Strategies, Investment Strategies
James H. Woodward is a Magna Cum Laude graduate of the University of Utah and holds a Master of Financial Services from the American College. He holds the professional designations CLU and Chartered Financial Consultant, and is an investment advisor representative.
He began his career working in the financial planning industry over 44 years ago. He is the former General Agent of Connecticut Mutual and then Massachusetts Mutual Life Insurance Company (MassMutual) until his retirement in 2001.
Upon retirement, he went back to assisting his clients with their investment and insurance needs. Jim specializes in working with business owners and professionals in the areas of investments, estate, tax and retirement planning.
CA Insurance License #0C30635, Colorado, Georgia, and Utah
FINRA Series 63 registration - Uniform Securities Agent
FINRA Series 7 registration - General Securities Representative
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
James Woodward is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 6340 South 3000 East, Suite 500, Salt Lake City, UT 84121, Phone: 801-943-6277.
Check the background of this investment professional on FINRA’s BrokerCheck
2901 West Blue Grass Blvd Suite 320
Lehi, UT 84043