James Patrick Sferrazza

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2023 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 08/2022 → Present
  Shp Financial
  Plymouth, MA
• 08/2018 → 05/2022
  Full-Time College Student
  Dartmouth, MA
• 09/2021 → 12/2021
  Shp Financial
  Plymouth, MA
• 06/2019 → 08/2019
  North Easton Savings Bank
  Plymouth, MA
• 01/2013 → 06/2018
  Student
  Lakevile, MA

Other Businesses

James Patrick Sferrazza is an Insurance Agent at SHP Financial, LLC; Investment related: Yes; Location: 225 Water St, C210 Plymouth MA 02360; Start date with business: 2024-06-12; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07

Other Names

• Jimmy Sferrazza