Jimmy Sloan (CRD# 2925022) is an Investment Advisor Representative working at Maripau Wealth Management LLC in The Woodlands, TX and has over 18 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maripau Wealth Management LLC | Fort Wayne, IN | Apr 2022 - Current | 2 |
| Jim Sloan & Associates, LLC | The Woodlands, TX | Jul 2019 - Current | 4 |
| Foundations Investment Advisors LLC | Phoenix, AZ | May 2021 - Apr 2022 | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Jul 2019 - May 2021 | 1 |
| Retired | Highlands Ranch, CO | Jan 2017 - Jul 2019 | 2 |
| Jim Sloan & Associates, LLC | Houston, TX | Dec 2010 - Jan 2017 | 6 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- TX
-
Total Assets Under Management235MILLIONS
-
Total Number of Accounts1,986ACCOUNTS
-
Average Account Value$118,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, FL, GA, IL, IN, KS, MA, MI, NJ, OH, RI, SC, TX, WA
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