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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...
David Anderson (CRD# 838292) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 36 years of experience in the finance industry.
Paul Anderson (CRD# 1232572) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 40 years of experience in the finance industry.
Paul Andrews (CRD# 4453146) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Andrea Arias Turriago (CRD# 5533507) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.
Alexander Assaley (CRD# 5056243) is an Investment Advisor Representative working at Global Retirement Partners LLC in Bethesda, MD and has over 18 years of experience in the finance industry.
Alp Atabek (CRD# 1603278) is an Investment Advisor Representative working at Afs Financial Group, LLC in Bethesda, MD and has over 35 years of experience in the finance industry.
David Atkinson (CRD# 4564047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Abril Azmi (CRD# 1985536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 30 years of experience in the finance industry.
Julie Babcock (CRD# 4380020) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Kerby Baden (CRD# 6744101) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Bethesda, MD and has over 6 years of experience in the finance industry.