James Shoup Email
Wealth Advisor @ Stonebridge Wealth Management
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James Shoup Location
- Berwyn, PA, US
James Shoup Work
- Wealth Advisor @ (September 2025 - Present)
- Certified Financial Planner @ (March 2025 - December 2025)
- Certified Financial Planner @ (October 2020 - March 2025)
- Financial Advisor @ Financial Strategies Advisory, LLC (August 2018 - September 2023)
- Sales Desk Manager @ Brinker Capital (June 2017 - August 2018)
- Investment Consultant @ Brinker Capital (October 2006 - August 2018)
- Associate, Investment Service and Support Desk @ (December 2004 - June 2006)
- Appraiser and Tax Associate @ Strategis, Inc. / Smart and Associates (November 2002 - December 2004)
James Shoup Education
- Villanova University
Bachelor of Science (B.S.) (Economics)
1993-1996 - Hobart and William Smith Colleges 1991-1992
- The Lawrenceville School 1988-1991
James Shoup Summary
- James Shoup, based in Berwyn, PA, US, is currently a Wealth Advisor at Stonebridge Wealth Management. James Shoup brings experience from previous roles at GVA Wealth Management, Prepared Retirement Institute, Financial Strategies Advisory, LLC and Brinker Capital. James Shoup holds a 1993 - 1996 Bachelor of Science (B.S.) in Economics @ Villanova University. James Shoup has 1 emails on RocketReach.
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