Jimmy
Sloan

Maripau Wealth Management LLC

CRD#2925022
Investment Advisor
in Spring, TX

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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

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2002 Timberloch Place Suite 625
Spring, TX 77380

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Maripau Wealth Management LLC Brokerage Details

Total Assets Under Management

$181,514,406

TX Average: $1,347,246,178
Total Number of Employees

17

TX Average: 46
Total Number of Accounts

1,407

TX Average: 1,775
Average Account Size

$129,008

TX Average: $759,012

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.*

2022 - Present (2 years)

Maripau Wealth Management LLC

2019 - Present (5 years)

Jim Sloan & Associates, LLC

2021 - 2022 (1 year)

Foundations Investment Advisors LLC

2019 - 2021 (2 years)

Ae Wealth Management, LLC

2017 - 2019 (2 years)

Retired

2010 - 2017 (7 years)

Global Financial Private Capital, LLC

2010 - 2017 (7 years)

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

John Gardner
Fort Wayne, IN
Wallace Rutkowski
Fort Wayne, IN
Jimmy Sloan
Spring, TX
Zachary Steinhandler
Fort Wayne, IN
Roy Labaton
Red Bank, NJ
James Wheeler
Crandall, TX
Robert Smith
Fort Wayne, IN
Caleb Collier
Allen Park, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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