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    Paladin Research Report For:

    James Shoup

    Stonebridge Wealth Management

    CFP®
    920 Cassatt Road Suite 202
    Berwyn, PA 19312
    215-350-9240
    Visit Website
    wwww.sbridgewealth.com

    About James Shoup

    James "Jamie" Shoup is a Wealth Advisor at Stonebridge Wealth Management in Berwyn, PA. With over two decades of experience in the financial services industry, Jamie specializes in providing goal-oriented investment management and comprehensive financial planning. Before joining Stonebridge, he held key roles at Great Valley Advisor Group, Prepared Retirement Institute, and Geneos Wealth Management. He spent over 11 years at Brinker Capital as an Internal Investment Consultant, where he developed a deep expertise in asset allocation and advisor support. Jamie is dedicated to a fiduciary standard of care, leveraging best-in-class technology to help clients navigate their unique financial journeys with a personalized, guided approach.

    See Disclosures

    General Information

    Firm Start Year
    • 2012
    No. of Employees
    • 50-99
    CRD#
    • 4925775
    Firm CRD#
    • 123913
    States Licensed in
    • PA
    Years of Experience in Financial Services
    • 21
    Number of Years with Current Firm
    • 1
    Work Experience
    • Prepared Retirement Institute, LLC: Investment Adviser Representative (2020 - 2025)

      Geneos Wealth Management / Financial Strategies Advisory: Registered Rep/Investment Advisor (2018 - 2024)

      Brinker Capital: Internal Investment Consultant (2006 - 2018)
    Work with the following types of clients
    • Individual Investors, Businesses
    Advisory Services Provided
    • Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®
    Securities Licenses
    • Series 65, Series 7, Series 63

    Compensation and Fees

    Fee Structure
    • Fee-Based

    Education

    BS, Economics -

    Villanova University
    09/1993 -12/1996

    BS, Economics -

    Villanova University
    09/1993 -12/1996

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1893716/paladinregistry-Stonebridge-Wealth-Management-detailed-disclosure.html

    Disclaimer

    Professionals associated with Stonebridge Wealth Management may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA & SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial.

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