Jim Paidas

Jim Paidas serves as First Vice President at Sullivan & Associates in Rockville, MD. Professional Philosophy Jim understands that finances can be complicated and sometimes daunting.

His goal as a Financial Advisor is to provide understandable financial advice. He strives to build long-term relationships based on mutual trust and respect.

Through a long-term investment approach, he helps clients develop and implement strategies for building wealth, generating income, and realizing their financial goals. Professional

Experience: With 31 years in the financial services industry, Jim has helped his clients develop tailored plans based on their specific needs, wants, and risk tolerances. Jim prides himself on being accessible to his clients.

He believes that effective wealth management requires more than a single planning session—it takes a process. As your life circumstances change, so must the investment strategies.

Communication is key to achieving these goals. Jim's extensive career includes positions at Wells Fargo Advisors Financial Network, Legg Mason, and Pru-Bache.

Achievements Earned the CERTIFIED FINANCIAL PLANNER® certification in 2001Received the Chartered Financial Consultant (ChFC®) designation in 2008Holds securities registrations for General Securities (Series 7), FINRA General Securities Principal (Series 24), Uniform Investment Advisor Law (Series 65), and Uniform Securities Agent State Law (Series 63)Insurance licensed in Life, Accident, and Health Recognized as a FIVE STAR WEALTH MANAGER in Baltimore magazine in 2021, 2022, 2024, and 2025Platinum Council at Wells Fargo Advisors Financial Network from 2015 to 2022, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network Personal Interests Outside of work, Jim is an active member of the community.

He enjoys hiking, golfing, bike riding and playing tennis. Jim is an enthusiastic fan of all Maryland sports.

He is happily married to Tammy Paidas, his wife of 30 years. His greatest accomplishments are his two daughters, both graduates of the University of Maryland Business School and successfully launched into the community.

Areas of

Focus: Income Planning IRAs & IRA Strategies Retirement Planning Advisory Services Education University of Maryland The Five Star Wealth Manager award was issued on 1/1/25 by Five Star Professional (FSP) for the time period 4/10/24 through 10/31/24. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

The award is based on 10 objective criteria. Eligibility criteria – required: 1.

Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3.

Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B.

Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C.

Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E.

Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4.

Fulfilled their firm review based on internal standards; 5. Accepting new clients.

Evaluation criteria – considered: 6. One-year client retention rate; 7.

Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9.

Number of client households served; 10. Education and professional designations.

FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance.

Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication.

Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2389 Baltimore-area wealth managers were considered for the award; 254 (11 % of candidates) were named 2025 Five Star Wealth Managers.

Visit www.fivestarprofessional.com. Award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23.

2149 Baltimore-area wealth managers were considered for the award; 259 (12 % of candidates) were named Five Star Wealth Managers. Award issued on 1/1/22 by Five Star Professional (FSP) for the time period 5/10/21 through 11/12/21.

2078 Baltimore-area wealth managers were considered for the award; 260 (13 % of candidates) were named Five Star Wealth Managers. Award issued on 1/1/21 by Five Star Professional (FSP) for the time period 4/27/20 through 10/30/20.

2029 Baltimore-area wealth managers were considered for the award; 237 (12% of candidates) were named Five Star Wealth Managers. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.

Additional consideration may have included best practices and team structures. View Award Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm