Team
James Jaramillo is a Vice President with Sheridan Road based in its Milwaukee office where he focuses primarily on Sheridan Road’s retirement plan consulting business. James has spent his entire career in the corporate retirement advisory industry. James is responsible for assisting in business development functions and for managing client relationships throughout Wisconsin. Prior to joining Sheridan Road, James co-founded Rothschild Consulting Group, an independent investment advisory firm where James was the Managing Principal of the firm. He was responsible for the design of a proprietary performance measurement process establishing a methodology for tracking client relationships, as well as being accountable for compliance and regulatory supervision. He also has a deep understanding of developing investment allocation models, screening and researching investment products. James is a graduate of Marquette University with a B.S. in Finance and Economics and was a member of Marquette’s Wrestling team. James is FINRA Series 7, 24, 63 and 65 registered with LPL Financial. James continues to serve the community in his active participation as a Mentor for students at Nativity Jesuit Middle School and is an Assistant Wrestling Coach at Nicolet High School.
James Jaramillo
414-224-9073
jjaramillo@sheridanroad.com
