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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...
Michelle Cooper (CRD# 3072637) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 23 years of experience in the finance industry.
Mitchell Cooper (CRD# 6239071) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 10 years of experience in the finance industry.
Trevor Corey (CRD# 4554059) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 13 years of experience in the finance industry.
Raymond Corneau (CRD# 3180071) is an Investment Advisor Representative working at Nfp Retirement Inc. in Bethesda, MD and has over 25 years of experience in the finance industry.
Michael Cornfeld (CRD# 1783964) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 29 years of experience in the finance industry.
Andrew Cosgrove (CRD# 5348395) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has over 16 years of experience in the finance industry.
Robert Crandall (CRD# 1205201) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 39 years of experience in the finance industry.
Christie Crawford (CRD# 6112969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 11 years of experience in the finance industry.
Justin Cressall (CRD# 7003384) is an Investment Advisor Representative working at Gritstone Asset Management LLC in Bethesda, MD and has over 5 years of experience in the finance industry.
Brian Curtin (CRD# 5399503) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 7 years of experience in the finance industry.