-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Paul Colbert (CRD# 2400172) is an Investment Advisor Representative working at Primerica Advisors in Largo, MD and has over 28 years of experience in the finance industry.
Jomo Hylton (CRD# 5480340) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Largo, MD and has over 16 years of experience in the finance industry.
Alan Johnson (CRD# 2561928) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Largo, MD and has over 27 years of experience in the finance industry.
Earl King (CRD# 1652244) is an Investment Advisor Representative working at E. Roger Financial Group in Largo, MD and has over 36 years of experience in the finance industry. Earl King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin Rucker (CRD# 406697) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Largo, MD and has over 39 years of experience in the finance industry. Benjamin Rucker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jovan Walker-Jackson (CRD# 7316729) is an Investment Advisor Representative working at Good News Financial & Investment Advisors, LLC in Largo, MD and has over 4 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erik Johnson (CRD# 2185673) is an Investment Advisor Representative working at Private Fund Advisors, Inc. in Arnold, MD and has more than 24 years of experience in the finance industry.