James Arthur Worden

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 07/2019
  Hanson Mcclain Strategic Advisors
  Folsom, CA
• 07/2019 → 02/2020
  Lpl Financial, Llc
  Sacramento, CA
• 07/2019 → 02/2020
  Strategic Wealth Advisors Group, Llc
  Sacramento, CA
• 06/2012 → 07/2019
  Allworth Financial
  Sacramento, CA
• 07/2019 → 01/2020
  The Financial Services Network
  Sacramento, CA
• 01/2020 → 04/2020
  Unemployed
  Folsom, CA
• 04/2020 → Present
  Straightway Financial Llc
  Folsom, CA
• 01/2015 → 07/2019
  Aw Securities
  Sacramento, CA
• 08/2021 → Present
  Wcg Wealth Advisors, Llc
  Folsom, CA

Previous Registrations

• 2019-07-16 → 2020-02-10
  Lpl Financial Llc
  Sacramento, CA
• 2015-01-16 → 2019-07-15
  Aw Securities
  Folsom, CA
  Folsom, CA
  Folsom, CA
  Folsom, CA
  Folsom, CA
  Sacramento, CA
• 2012-07-11 → 2014-01-09
  Pathway Strategic Advisors
  Folsom, CA
  Folsom, CA
• 2009-01-27 → 2012-05-21
  Brecek & Young Advisors, Inc.
  Folsom, CA
• 2009-01-23 → 2009-01-26
  Securities America Advisors, Inc.
  Lavista, NE
• 2002-10-23 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Folsom, CA
  Cincinnati, OH

Other Businesses

1. 08/18/2021 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 08/18/2021 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-08/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-24
• S63 Uniform Securities Agent State Law Examination
  1999-05-14

Designations

• Chartered Financial Analyst