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James Sherrard, CFP®, AIF®

James Sherrard, CFP®, AIF®

Investment Analyst

James Sherrard, as a shareholder in Strategic Investment Management, serves as an investment analyst, technology strategist and lead trader. He holds the CERTIFIED FINANCIAL PLANNER™ Certification and a Series 65 securities license.

James received his bachelor’s degree in personal financial planning from Texas Tech University, Lubbock, in 2010.

James took an interest in finance during his second semester at Texas Tech. He enjoys seeing clients succeed at achieving their financial goals and how technology is making wealth management more accessible.

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.