Jimmy
Sloan
Maripau Wealth Management LLC
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About this Advisor
Jimmy Sloan is a financial advisor based in Spring, Texas, working with Maripau Wealth Management LLC. Jimmy has previously held positions at Ae Wealth Management, LLC, Jim Sloan & Associates, LLC, Retired, Foundations Investment Advisors LLC, Maripau Wealth Management LLC, and Global Financial Private Capital, LLC. Jimmy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jimmy is part of Maripau Wealth Management LLC, which operates out of Spring, Texas. The firm has 12 offices and 22 employees. The firm manages assets totaling $235.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Maripau Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maripau Wealth Management LLC Brokerage Details
$235,008,470
22
1,986
$118,333
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
Maripau Wealth Management LLC
Jim Sloan & Associates, LLC
Foundations Investment Advisors LLC
Ae Wealth Management, LLC
Retired
Jim Sloan & Associates, LLC
Global Financial Private Capital, LLC
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
Warwick, RI
Danvers, MA
Ann Arbor, MI
Fort Wayne, IN
Danvers, MA
Ann Arbor, MI
Red Bank, NJ
Spring, TX
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