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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...
Montserrat Flores (CRD# 7078351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Potomac, MD and has over 4 years of experience in the finance industry.
Amit Gutt (CRD# 5362870) is an Investment Advisor Representative working at Edward Jones in Potomac, MD and has 1 year of experience in the finance industry.
Ryan Jordan (CRD# 7115023) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 2 years of experience in the finance industry.
Edward Lu (CRD# 2660763) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 28 years of experience in the finance industry.
David Mudrock (CRD# 7076637) is an Investment Advisor Representative working at Pnc Investments in Potomac, MD and has over 4 years of experience in the finance industry.
Lakhi Narang (CRD# 2929431) is an Investment Advisor Representative working at Pnc Investments in Potomac, MD and has over 26 years of experience in the finance industry.
Emily Platt (CRD# 7156088) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry. Emily Platt 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.
Garrett Scranton (CRD# 7579786) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry.
John Shifter (CRD# 7304307) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 2 years of experience in the finance industry.
Nigel Smith (CRD# 7845781) is an Investment Advisor Representative working at Edward Jones in Potomac, MD and has 1 year of experience in the finance industry.