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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...
Dawn Doebler (CRD# 5063322) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 17 years of experience in the finance industry. Dawn Doebler 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.
Blake Doyle (CRD# 4727436) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 19 years of experience in the finance industry.
Peter Dunne (CRD# 1369182) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 24 years of experience in the finance industry.
Michael Edberg (CRD# 4531892) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has 20 years of experience in the finance industry. Free review of your 401k or 403b retirement plan (301)907-9790.
Andrew Egber (CRD# 1894585) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 35 years of experience in the finance industry.
Michael Ellis (CRD# 2572051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 28 years of experience in the finance industry. Michael Ellis 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.
Noorjahan Enayat (CRD# 5529897) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 11 years of experience in the finance industry. Noorjahan Enayat 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.
Deborah Engle (CRD# 6171831) is an Investment Advisor Representative working at Hightower Advisors, LLC in Bethesda, MD and has over 10 years of experience in the finance industry.
Robert Eubank (CRD# 5811462) 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.
Rod Faghani (CRD# 1770207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 27 years of experience in the finance industry.