-
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...
Jason Dahl (CRD# 4904558) is an Investment Advisor Representative working at Afs Financial Group, LLC in Bethesda, MD and has over 19 years of experience in the finance industry. Jason Dahl 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.
Stephen Daly (CRD# 6402970) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 9 years of experience in the finance industry. Stephen Daly 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.
Molalign Daniel (CRD# 6707437) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Bethesda, MD and has over 7 years of experience in the finance industry.
Eugene Daniller (CRD# 2536779) is an Investment Advisor Representative working at Cwm, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.
Paul Danziger (CRD# 4931616) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bethesda, MD and has over 14 years of experience in the finance industry.
Surendra Dave (CRD# 2264155) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 26 years of experience in the finance industry. Surendra Dave 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.
Carlton Davis (CRD# 5548376) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 11 years of experience in the finance industry.
Mitchell Davis (CRD# 7006040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 5 years of experience in the finance industry.
Nicholas Day (CRD# 6175335) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bethesda, MD and has over 10 years of experience in the finance industry.
Donald Dearie (CRD# 5773010) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 13 years of experience in the finance industry. Donald Dearie 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.