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”.

Do you have a process to help make major financial decisions in your life? Oftentimes, the average investor, even sophisticated investors, typically do not have a process to help them arrive at sound financial decisions. This book shines a light on this topic along with how investors could begin making major financial decisions based on facts, logic, and math, rather than emotion, opinions, and missing information. Become informed and potentially save a bundle along the way.

Click here to book a virtual appointment with Jim and get a complimentary copy of the book “The Financially Informed Investor”.