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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...
Craig Gayhardt (CRD# 2089464) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 30 years of experience in the finance industry.
Nathan Gendelman (CRD# 4579975) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Edward Giese (CRD# 5871989) is an Investment Advisor Representative working at Promethium Advisors, LLC in Bethesda, MD and has over 12 years of experience in the finance industry.
Michael Gildenhorn (CRD# 1494535) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 29 years of experience in the finance industry.
Rodney Gillespie (CRD# 3126067) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 25 years of experience in the finance industry.
Peter Glassman (CRD# 1914689) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bethesda, MD and has over 35 years of experience in the finance industry.
Daniel Glusica (CRD# 1899773) is an Investment Advisor Representative working at Mma Securities LLC in Bethesda, MD and has over 30 years of experience in the finance industry.
Raj Goenka (CRD# 7032337) is an Investment Advisor Representative working at Archer Investment Corporation in Bethesda, MD and has over 5 years of experience in the finance industry.
Joel Goldberg (CRD# 1919151) is an Investment Advisor Representative working at Avantax Advisory Services in Bethesda, MD and has over 35 years of experience in the finance industry.
Jason Goldstein (CRD# 5062149) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.