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Jim Sherman Email & Phone Number
Mortgage Loan Originator
at
Barrett Financial Group LLC
1 work email found
@ameritas.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Mortgage Loan Originator
Location
Colorado Springs, Colorado, United States
Who is Jim Sherman? Overview
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Quick answer
Jim Sherman is listed as Mortgage Loan Originator at Barrett Financial Group LLC, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at ameritas.com and a matched LinkedIn profile for Jim Sherman.
Jim Sherman previously worked as Real Estate Consultant at Exp Realty and Certified ERC Consultant at Erc Jorns And Associates. Jim Sherman studied at Riverside Community College.
Company email context
Email format at Barrett Financial Group LLC
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{first}.{last}@ameritas.com
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AeroLeads found 1 current-domain work email signal for Jim Sherman. Compare company email patterns before reaching out.
Profile bio
About Jim Sherman
Jim lives with his wife and daughter, servicing the needs of his clients in real estate and financial services in the Colorado for the last 20 years.Jim serves both clients and professionals by bringing solutions related to business planning,real estate planning,and retirement planning , Jim shows clients and professionals how to improve effectiveness and efficiency in all six areas of wealth management: asset management, risk management, credit management, cash flow management, tax planning and estate planning.Jim has been in the financial services and real estate industries for over twenty years, serves as a financial advisor, real estate advisor, consultant and life coach. Specialties: asset management, risk management, sales management, sales training and life coaching
Listed skills include Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, and 31 others.
Current workplace
Jim Sherman's current company
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10 roles
Jim Sherman work experience
A career timeline built from the work history available for this profile.
Mortgage Loan Originator
Current
Nov 2023 - Present
Real Estate Consultant
Current
Jun 2022 - Present
Certified Erc Consultant
Current
Erc Jorns And Associates
We help businesses get tax credits from the IRS for retaining employees during the COVID19 pandemic. Also help self-employed, 1099, Sole proprietorship, and Single Member LLC get tax credits for self employment taxes payed during the pandemic. Call, text or email for more information. 719.499.5588, jim@summitipllc.com
Jan 2022 - Present
Top Notch Employee Retention Credit And Self Employed Tax Credit
Current
Top Notch
We help businesses get tax credits from the IRS for retaining employees during the COVID19 pandemic. Also help self-employed, 1099, Sole proprietorship, and Single Member LLC get tax credits for self employment taxes payed during the pandemic. Call, text or email for more information. 719.499.5588, jim@summitipllc.com
Jan 2023 - Present
Partner
Current
Summit Investment Partners Llc
Identify properties and investors for remodeling and sale or potential rental
Apr 2011 - Present
Ceo And Founder
Carson Square Management Llc
Acquisition and rehabilitation of apartment complexes
Dec 2013 - Jan 2024
Ceo
Summit Financial Network
Jim has been a financial advisor and real estate advisor for over twenty years using a consultative approach to personal, business and real estate planning.
Sep 2012 - Jan 2024
Owner
Keljim Ltd
Manager of mortgage company
May 1993 - Jan 2008
Owner
Covenant Financial Partners Llc
Jan 2000 - Nov 2007
3 education records
Jim Sherman education
Education record
Education record
Ramona High School
Education record
Greenville High School
FAQ
Frequently asked questions about Jim Sherman
Quick answers generated from the profile data available on this page.
What company does Jim Sherman work for?
Jim Sherman works for Barrett Financial Group LLC.
What is Jim Sherman's role at Barrett Financial Group LLC?
Jim Sherman is listed as Mortgage Loan Originator at Barrett Financial Group LLC.
What is Jim Sherman's email address?
AeroLeads has found 1 work email signal at @ameritas.com for Jim Sherman at Barrett Financial Group LLC.
Where is Jim Sherman based?
Jim Sherman is based in Colorado Springs, Colorado, United States while working with Barrett Financial Group LLC.
What companies has Jim Sherman worked for?
Jim Sherman has worked for Barrett Financial Group Llc, Exp Realty, Erc Jorns And Associates, Top Notch, and Summit Investment Partners Llc.
How can I contact Jim Sherman?
You can use AeroLeads to view verified contact signals for Jim Sherman at Barrett Financial Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Jim Sherman attend?
Jim Sherman studied at Riverside Community College.
What skills is Jim Sherman known for?
Jim Sherman is listed with skills including Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Photoshop, English, and Windows.
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