James “Jim” Underwood
James “Jim” Underwood is the founder and president of JD Underwood Financial. He is a licensed independent insurance agent and has passed the series 65 exam and is an investment adviser representative (IAR). As an IAR he has a fiduciary responsibility to his clients and has structured his firm with the goal of providing objective independent advice, with your best interests first.
By way of background, Jim began his financial services career in 1989. His practice focuses on many aspects of people’s lives including asset protection, and he recognizes the importance of planning for and then transitioning into retirement, as well as preserving the monies accumulated for retirement. This includes protecting one’s life savings/assets from unnecessary taxation and market volatility.
Through years of experience in the financial services industry, Jim has been helping people solve their financial problems, and understands the importance of helping clients make sound financial decisions. He understands that not everyone’s situation is the same and strives to use a customized approach with his clients.
JD Underwood Financial is an independent financial services firm NOT owned by an insurance company or asset management firm. Therefore, we are not beholden to a family of funds, nor do we have any incentive or obligation to push proprietary products. This arrangement allows us to offer an objective approach to individuals and business owners to best serve your financial needs.