
Hello
Nice to meet you! My name is JC Cody!
JC's Story
JC is Chief Strategic Officer(CSO) & Director of Client Services of Prosperitus Wealth Advisors(PWA).
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JC was born and raised in South Florida into a blended and mixed family. JC is a mixed child coming from parents of Latino and European descent. JC attended Deerfield Beach High where he accomplished the unprecedented feat of earning his International Baccalaureate Diploma while varsity lettering for their nationally ranked football team.
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After High School JC attended Florida State University earning his Associate of Arts degree in Sociology and minoring in Business before deciding to return home to finish his Bachelor of Applied Science in Supervision & Management degree at Broward College.
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JC's expertise in Client Services stems from his passion to serve others. JC regularly volunteers with homeless organizations such as Broward Outreach and serves at his local church where he serves on staff in multiple roles.
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It was JC's commitment to serving others that shied him away from the finance industry originally. Disgusted with the overarching "me-first" mentality prevalent in the finance industry, JC decided to divert from his childhood dreams of working in business/finance and chose to enter the service industry working as a service professional for 5 years for Darden Restaurants before joining PWA.
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After helping PWA transition into their "independent" status he became fond of PWA's client-first approach and accepted the offer to join the team in an effort to help maintain and improve upon their high standards on client service.
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JC is committed to providing clients with the highest standard of client services. Here at PWA, we consider our clients to be family, and JC assists with fostering every relationship. As CSO he is also committed to ensuring all company standards are maintained at a high level while always looking for ways to improve.
JC believes "The quality of our company is reflected in the standards we set for ourselves." So he believes in setting not only high standards for our company, but in serving our clients because as H. Jackson Brown Jr said, “Earn your success based on service to others, not at the expense of others.”
Professional Profile
Educational Background:
Florida State University
Broward College
• Associate Degree in Sociology and minor in Business
• Bachelor's Degree in Supervision & Management
Professional Registrations:
Licensed Insurance Agent
IAACP® Candidate
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Licensed Insurance Agent: As a licensed insurance agent, JC specializes in helping clients safeguard their financial well-being through tailored risk management strategies. His expertise spans life, health, and other insurance solutions, ensuring individuals and families have the protection they need for a secure future.
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Investment Advisor Accredited Compliance Professional® (IAACP®) Candidate: As an IAACP® candidate, JC is dedicated to mastering the complexities of investment advisory compliance. This designation reflects his commitment to upholding regulatory standards, ethical practices, and risk management in the financial industry, ensuring clients receive guidance that aligns with best practices and fiduciary responsibilities.
Experience:
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15 years of experience in the service industry, with a strong focus on client relations, operational excellence, and strategic problem-solving.
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5 years specializing in client services and compliance, ensuring adherence to regulatory standards while delivering a seamless and client-focused financial experience.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
954-803-6585