-
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...
Gabriella Barbuto (CRD# 6750594) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 5 years of experience in the finance industry.
Robert Barbuto (CRD# 12258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 43 years of experience in the finance industry.
Robert Barcellona (CRD# 5798147) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Washington, DC and has over 13 years of experience in the finance industry.
Stephen Barron (CRD# 6137981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 11 years of experience in the finance industry.
Grant Bartlett (CRD# 4762387) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Washington, DC and has over 8 years of experience in the finance industry.
Matthew Barton (CRD# 2609067) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 28 years of experience in the finance industry.
George Bassett (CRD# 5031604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Douglas Bayer (CRD# 2164766) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Washington, DC and has over 32 years of experience in the finance industry.
Angela Beckham (CRD# 5802715) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Washington, DC and has over 13 years of experience in the finance industry. Angela Beckham 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.
Khaleed Beltran (CRD# 7027879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 5 years of experience in the finance industry.