Jim Moody

Jim Moody

Jim Moody is an Associate with Upwelling Capital Group LLC.

Prior to joining the firm, Jim spent 7 years as a Financial Advisor in for Lincoln Financial Group, where he specialized in retirement planning for employees of hospitals, non-profit organizations, and local governments. Mr. Moody holds Series 7 and 66 FINRA securities licenses. He received a BS in Financial Economics from the University of Redlands and is completing his MBA at the Graduate school of Management at UC Davis. 

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