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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...
Keith Apton (CRD# 4492128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 22 years of experience in the finance industry.
John Aras (CRD# 1271914) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 39 years of experience in the finance industry.
Paul Arbo (CRD# 725412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cabin John, MD and has over 32 years of experience in the finance industry.
Andrea Arias Turriago (CRD# 5533507) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
Oliver Arnold (CRD# 5654461) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 14 years of experience in the finance industry.
Thomas Arnold (CRD# 3202136) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairfax, VA and has over 23 years of experience in the finance industry.
Glenn Arons (CRD# 2521233) is an Investment Advisor Representative working at Gries Financial LLC in Potomac, MD and has over 29 years of experience in the finance industry.
James Arrison (CRD# 5049295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Ian Arrowsmith (CRD# 2730531) is an Investment Advisor Representative working at Scarborough Capital Management in Annapolis, MD and has over 27 years of experience in the finance industry.