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Worden, Jim

Chief Investment Officer

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Jim Worden does not fit the profile of a CIO who manages portfolios quietly from behind closed doors. As Chief Investment Officer of The Wealth Consulting Group he has spent the past 18 months building something more expansive: an investment voice that reaches far beyond his own firm's advisor network and raises the quality of thinking across the industry. Inside WCG his centralized investment platform has improved model portfolio consistency, accelerated strategy adoption and given advisors a reliable framework to implement and communicate with confidence. Worden also co-hosts “The Bull of Wall Street,” a weekly podcast with 60-plus episodes that has attracted guests from JP Morgan, CNBC, CFRA and State Street Global Advisors.