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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...
Daniel Christenson (CRD# 6337719) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 5 years of experience in the finance industry.
Stephen Clagett (CRD# 5280013) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 5 years of experience in the finance industry.
David Clark (CRD# 2871616) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 26 years of experience in the finance industry.
Colleen Clements (CRD# 6679930) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 7 years of experience in the finance industry.
Daniel Clements (CRD# 6492699) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 8 years of experience in the finance industry.
Jennifer Cobleigh (CRD# 4485377) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Philip Cocce (CRD# 6555620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
John Cockrell (CRD# 4355426) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
Daniel Cohen (CRD# 2960336) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Giselle Colavita (CRD# 4469879) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.