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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...
Benjamin Jolly (CRD# 4636261) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 21 years of experience in the finance industry.
Leah Jones (CRD# 5209779) is an Investment Advisor Representative working at Hightower Advisors, LLC in Bethesda, MD and has over 17 years of experience in the finance industry. Leah Jones 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.
Philip Jones (CRD# 1435763) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bethesda, MD and has over 38 years of experience in the finance industry. Philip Jones 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.
Stacey Jones (CRD# 7005843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 5 years of experience in the finance industry.
Kevin Joseph (CRD# 6891588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 5 years of experience in the finance industry.
Sander Kafetz (CRD# 852790) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 44 years of experience in the finance industry.
Sean Kaifer (CRD# 2850035) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Alexandra Kantarski (CRD# 5153780) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry. Alexandra Kantarski 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.
Robert Kantor (CRD# 2117737) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 33 years of experience in the finance industry.
Andrew Karr (CRD# 5199336) is an Investment Advisor Representative working at Rockefeller Capital Management in Bethesda, MD and has over 17 years of experience in the finance industry.