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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...
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.
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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.
Bassam Fahel (CRD# 2897832) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Thomas Fautrel (CRD# 4757353) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 20 years of experience in the finance industry.
Samuel Feldman (CRD# 6797145) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 6 years of experience in the finance industry.
Nicholas Feracci (CRD# 5785002) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 13 years of experience in the finance industry.
Varda Fink (CRD# 2465481) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 30 years of experience in the finance industry.
Lawrence Fisher (CRD# 3130289) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 18 years of experience in the finance industry.