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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...
Christopher Hayburn (CRD# 2458396) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 30 years of experience in the finance industry.
Walter Haynes (CRD# 2440449) is an Investment Advisor Representative working at Brown Advisory in Bethesda, MD and has over 29 years of experience in the finance industry.
Thomas Healy (CRD# 6232678) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 5 years of experience in the finance industry.
Joseph Hemsley (CRD# 1650305) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 36 years of experience in the finance industry. Joseph Hemsley 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.
Shawn Hendon (CRD# 4373187) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Kimberly Herman (CRD# 2810327) is an Investment Advisor Representative working at Lpl Financial LLC in Bethesda, MD and has over 27 years of experience in the finance industry.
Byron Hildebrand (CRD# 6752802) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bethesda, MD and has over 6 years of experience in the finance industry.
Christopher Hill (CRD# 4234339) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 18 years of experience in the finance industry.
Mark Hillman (CRD# 1620991) is an Investment Advisor Representative working at Hillman Capital Management Inc. in Bethesda, MD and has over 37 years of experience in the finance industry.
Michael Hoch (CRD# 2844875) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bethesda, MD and has over 25 years of experience in the finance industry.