James Sherrard

James Sherrard

CFP®, AIF®
Investment Analyst and Technology Strategist
Joined Slaughter Associates in 2012

Education and Certifications

  • Bachelor’s degree in Personal Financial Planning from Texas Tech University
  • CERTIFIED FINANCIAL PLANNER professional
  • Accredited Investment Fiduciary® from the Center for Fiduciary Studies
  • Series 65 securities license

Expertise

James' passion for knowledge, understanding of the markets and technological expertise has made him a valuable member of the Slaughter Associates team. As a member of the  investment committee, James contributes in the selection and monitoring of investments by performing in-depth independent research as well as interfacing with many investment and sector specific experts.

Also, James' patient attention to detail is a perfect fit for his duties in investment oversight and ensuring Slaughter Associate’s technology is always positioned to deliver exceptional value.

Things to know about James

What is a favorite vacation memory?

"Summers in Yellowstone and Grand Teton national parks."

What's my favorite type of book?

"Books surrounding Cold War history and financial crisis history."


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.