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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 Five-Time Author

Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm with offices in Highlands Ranch and Denver Tech Center. 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 has written five financial books aimed at helping investors become financially informed. He conducts private and public speaking engagements, discussing the ever-changing economic and financial landscape, as well as the opportunities that it brings.

Jim has been featured in numerous local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, Houston Business Journal, The Denver Post, San Francisco Chronicle and others.

Jim, a U.S. Army veteran and native Houstonian, lives in Highlands Ranch, Colorado, volunteers with several local charities, believes in the name of Jesus, loves to travel and enjoys most things outdoors.

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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