As paraplanner, Jacob assists with specifically delegated financial work pertaining to retirement plans. In 2020 he graduated from Colorado State University with a Bachelor’s degree in Financial Planning.
Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
The advisor must attend two live training sessions and pass two written exams annually to remain in the program.
Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, IL, NC, PA, TX, VA, OH and WA.
Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AL, AZ, CA, CO, CT, FL, HI, IA, IL, IN, MD, NC, NH, NV, NY, PA, SC, TN, TX, VA, WA, WI, and WY.