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Distance Metro area (25 miles)
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COMPENSATION Either
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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...
Ana Andonie (CRD# 6821830) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 6 years of experience in the finance industry.
Glenn Arons (CRD# 2521233) is an Investment Advisor Representative working at Gries Financial LLC in Potomac, MD and has over 29 years of experience in the finance industry.
Nicholas Blencowe (CRD# 6742019) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 6 years of experience in the finance industry.
Scott Brody (CRD# 2192336) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 29 years of experience in the finance industry.
James Brown (CRD# 4895673) is an Investment Advisor Representative working at Wells Fargo Advisors in Potomac, MD and has over 19 years of experience in the finance industry. James Brown 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.
Michael Burke (CRD# 2803808) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 24 years of experience in the finance industry.
Adriana Colback (CRD# 5983979) is an Investment Advisor Representative working at Edward Jones in Potomac, MD and has over 12 years of experience in the finance industry.
Robin Dobbs (CRD# 5647272) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 14 years of experience in the finance industry. Robin Dobbs 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.
Donald Farren (CRD# 4565496) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 23 years of experience in the finance industry. Donald Farren 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.