James Taylor Nipp

Employer firm

Sfmg Wealth Advisors CRD 107548

$2.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Sfmg Wealth Advisors
  Plano, TX

Other Businesses

Mr.Nipp is a part-owner of Confidence Period, LLC, started in August 2023, an investment-related entity which invests in companies that offer private investment located in Plano, Texas . Mr. Nipp does not devote any time to this entity and does not have any related duties.

Designations

• Certified Financial Planner

Other Names

• Taylor Nipp
• Taylor Nipp