Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm located in The Woodlands, Texas. Jim is an Investment Adviser Representative providing investment advisory services through AE Wealth Management, LLC, an *SEC Registered Investment advisor. This relationship allows Jim Sloan & Associates, LLC to bring institutional-level experience, practices, and pricing to individual families. Jim is also a licensed insurance agent in Colorado and Texas. This is Jim’s sixth financial book and is aimed at helping investors become financially informed. Jim is a U.S. Army veteran, native Houstonian, and lives in the Woodlands, volunteers with several local charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.
*Registration of an investment adviser does not imply any level of skill or training.
Click here to book a virtual appointment with Jim and get a complimentary copy of the book “The Financially Informed Investor”.
