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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...
Amina Adams (CRD# 3154271) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 8 years of experience in the finance industry.
Darion Adams (CRD# 5919068) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 12 years of experience in the finance industry.
James Adams (CRD# 4330473) is an Investment Advisor Representative working at Morgan Stanley in Temple Terrace, FL and has over 9 years of experience in the finance industry.
Bryan Adkins (CRD# 6261256) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.
Anthony Albano (CRD# 5272532) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Arlington, VA and has over 16 years of experience in the finance industry.
Raymond Albano (CRD# 4941214) is an Investment Advisor Representative working at Morgan Stanley in Jersey City, NJ and has over 18 years of experience in the finance industry.
Joseph Alerhand (CRD# 2734481) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 27 years of experience in the finance industry.
Kelly Alexander (CRD# 1946016) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 34 years of experience in the finance industry.
Asad Ali (CRD# 5428258) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 16 years of experience in the finance industry.