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James C
Series 63, Series 65
Clinton Township, MI
Bankers Life Advisory Services, Inc.
James Cody Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and 65 credentials and having nine years of industry experience. He has worked within the Bankers Life organization since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent for Bankers Life & Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.
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