-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...
Thad Ismart (CRD# 5049683) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 18 years of experience in the finance industry. Thad Ismart 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.
Benjamin James (CRD# 4270772) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 23 years of experience in the finance industry. Benjamin James 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.
Anthony Janoskie (CRD# 2010521) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MD and has over 34 years of experience in the finance industry.
Taylor Janoskie (CRD# 6372733) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MD and has over 6 years of experience in the finance industry.
Peter Jenkins (CRD# 2443917) is an Investment Advisor Representative working at Choreo, LLC in Columbia, MD and has over 30 years of experience in the finance industry. Peter Jenkins 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.
Gavin Jenkinson (CRD# 5852193) 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.
Omar Jennings (CRD# 5675632) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 13 years of experience in the finance industry.
Aldric Johnson (CRD# 5628445) is an Investment Advisor Representative working at Eagle Strategies LLC in Columbia, MD and has over 14 years of experience in the finance industry.
David Johnson (CRD# 6409638) is an Investment Advisor Representative working at Exg Nexus Solutions LLC in Columbia, MD and has over 9 years of experience in the finance industry.