Jimmy Elton Sloan
Investment adviser representative at Maripau Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$363.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Maripau Wealth Management LLCApr 2022 to now
- Jim Sloan & Associates, LLCJul 2019 to now
- Foundations Investment Advisors LLCMay 2021 to Apr 2022
- Ae Wealth Management, LLCJul 2019 to May 2021
- RetiredJan 2017 to Jul 2019
- Jim Sloan & Associates, LLCDec 2010 to Jan 2017
- Global Financial Private Capital, LLCApr 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Maripau Wealth Management LLC
$363.8MAssets managed
1,064Clients
22Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2925022
- Firm CRD
- 311934