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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...
Richard Andrews (CRD# 2735508) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 27 years of experience in the finance industry.
Donald Andrus (CRD# 4919980) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Germantown, MD and has over 11 years of experience in the finance industry.
Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 years of experience in the finance industry.
Angela Antonelli (CRD# 1479009) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Purcellville, VA and has over 33 years of experience in the finance industry.
Jason Apolenis (CRD# 3094086) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 25 years of experience in the finance industry.
Ronald Appler (CRD# 2499039) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sykesville, MD and has over 29 years of experience in the finance industry.
Richard Appling (CRD# 4697025) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Silver Spring, MD and has over 20 years of experience in the finance industry.
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.
Steven Aquino (CRD# 3250909) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Westminster, MD and has over 20 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.