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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...
Peter Mangano (CRD# 6884978) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 6 years of experience in the finance industry.
Joan Marshall (CRD# 6593052) is an Investment Advisor Representative working at Wagener-lee, LLC in Columbia, MD and has over 8 years of experience in the finance industry. Joan Marshall 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.
Keilan Mathews (CRD# 6673538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 7 years of experience in the finance industry.
Deepa Mathur (CRD# 5422725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 7 years of experience in the finance industry.
Ryan Mazzarino (CRD# 4424115) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 21 years of experience in the finance industry.
Geoffrey McClenney (CRD# 1831797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 13 years of experience in the finance industry.
Deirdre McElroy (CRD# 2299093) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 30 years of experience in the finance industry.
Brian McKinney (CRD# 6661521) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, MD and has over 7 years of experience in the finance industry. Brian McKinney 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.
Ya Meng (CRD# 4950760) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia, MD and has over 18 years of experience in the finance industry.
Leo Mercer (CRD# 6801111) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 6 years of experience in the finance industry.