James Shoup

James Shoup

Financial Consultant

Phone: 215-997-5700
E-mail:
 

Jamie joined Financial Strategies Advisory in August 2018.  Prior to joining FSA, Jamie served as an investment consultant with Brinker Capital where he was responsible for assisting financial advisors in the onboarding of new clients and consulting on appropriate asset allocation models.  Jamie brings over 13 years of investment and client relationship management experience.

Jamie began his studies at Hobart College before transferring to Villanova University where he graduated with a Bachelor of Science degree in Economics.  He holds his Securities 7, 63, and 65 registrations as well as a life and health insurance license.

Jamie was born and raised in Mount Airy in the Northwest section of Philadelphia and is the 6th of 7 boys.  He is now happily married to his wife Jen.  Together they reside in Wyndmoor, PA and are the proud parents of Ellie (13), Jake (11), and Holly (10).  Jamie has enjoyed coaching them on the soccer fields and was also a past board member of the Springfield Aquatic Club.  In his time away from the practice, you might find him playing in a men’s league ice hockey game, running, playing a casual round of golf or reading, but most importantly spending time with his family.