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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...
Anthony Assadi (CRD# 4834324) is an Investment Advisor Representative working at Alere Planning LLC in Towson, MD and has over 12 years of experience in the finance industry. Anthony Assadi 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.
Alexander Assaley (CRD# 5056243) is an Investment Advisor Representative working at Global Retirement Partners LLC in Bethesda, MD and has over 18 years of experience in the finance industry.
Alp Atabek (CRD# 1603278) is an Investment Advisor Representative working at Afs Financial Group, LLC in Bethesda, MD and has over 35 years of experience in the finance industry.
George Athas (CRD# 1308663) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bel Air, MD and has over 27 years of experience in the finance industry.
Clifford Athey (CRD# 4252779) is an Investment Advisor Representative working at Marathon Capital Management in Hunt Valley, MD and has over 23 years of experience in the finance industry.
David Atkinson (CRD# 4564047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
John Atkinson (CRD# 870435) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Towson, MD and has over 44 years of experience in the finance industry.
John Austin (CRD# 844826) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brookeville, MD and has over 43 years of experience in the finance industry.
Kaktrale Austin (CRD# 4341109) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 23 years of experience in the finance industry.
Mark Avallone (CRD# 1276486) is an Investment Advisor Representative working at Commonwealth Financial Network in Rockville, MD and has over 20 years of experience in the finance industry. Mark Avallone 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.