Jimmy Elton Sloan

18 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Maripau Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

1,146 clients

Average Client Portfolio

$258K average

Assets Under Management

$296.1M

Fee Structure

Financial Planning:Included in AUM fee

Location

2002 Timberloch Place, Suite 200, The Woodlands, TX, 77380

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jimmy is the owner of Jim Sloan & Associates, LLC, where he is involved in insurance sales and services. This activity takes up approximately a full-time commitment.