Jimmy
Sloan
Maripau Wealth Management LLC
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About this Advisor
Jimmy Sloan is a financial advisor based in Spring, Texas who has 1 year of relevant experience. Sloan works at Maripau Wealth Management LLC. Over the course of their career, Sloan has held roles at Maripau Wealth Management LLC, Foundations Investment Advisors LLC, Global Financial Private Capital, LLC, Jim Sloan & Associates, LLC, Ae Wealth Management, LLC and Retired. Sloan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Maripau Wealth Management LLC is an advisory business based in Fort Wayne, IN. The firm has offices in seven locations and a total of 17 advisors. It controls $182 million in assets across its 1,407 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,407 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Maripau Wealth Management LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on the type of services offered. Fee types billed by Maripau Wealth Management LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maripau Wealth Management LLC Brokerage Details
$181,514,406
17
1,407
$129,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jimmy Sloan Work History
Jimmy has been registered as a financial advisor for 1 years.*
Maripau Wealth Management LLC
Jim Sloan & Associates, LLC
Foundations Investment Advisors LLC
Ae Wealth Management, LLC
Retired
Global Financial Private Capital, LLC
Jim Sloan & Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jimmy Sloan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maripau Wealth Management LLC
Fort Wayne, IN
Fort Wayne, IN
Spring, TX
Fort Wayne, IN
Red Bank, NJ
Crandall, TX
Fort Wayne, IN
Allen Park, MI
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