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 The Woodlands, Texas. 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, volunteers with several charities, believes in the name of Jesus, loves to travel, play golf and enjoys most things outdoors.