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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...
Stephen Barto (CRD# 2445955) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 30 years of experience in the finance industry.
Frank Bartolini (CRD# 2148806) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 32 years of experience in the finance industry.
Samuel Beach (CRD# 1197819) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 40 years of experience in the finance industry.
John Beaty (CRD# 1796428) is an Investment Advisor Representative working at Brown Advisory in Bethesda, MD and has over 30 years of experience in the finance industry.
Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 6 years of experience in the finance industry.
Robert Bellinger (CRD# 2706177) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Mohamed Ben Yahia (CRD# 2881198) 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.
John Benjamin (CRD# 6312040) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 9 years of experience in the finance industry.
Vicki Benjamin (CRD# 1261418) is an Investment Advisor Representative working at Karner Blue Capital, LLC in Bethesda, MD and has over 39 years of experience in the finance industry.
Michael Beriss (CRD# 2268907) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.