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Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Jim Sloan & Associates, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


Jim E. Sloan Wealth Manager and Six-Time Author

Jim E. Sloan is the founder of Jim Sloan & Associates,LLC, a comprehensive wealth management firm located in Highlands Ranch,Colorado. Jim is an Investment Adviser Representative of AE Wealth Management,LLC, an SEC Registered Investment Adviser. 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, and is the author of six financial books, aimed at helping investors become financially informed.

Jim is a U.S. Army veteran, native Houstonian, and lives on the Front Range in the Denver area, volunteers with several charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.

Lauren Rain

Client Relationship Manager

Ready to Take The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

Or give us a call at 720.892.0265

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