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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...
Adekemi Azeez (CRD# 5638212) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 7 years of experience in the finance industry.
Abril Azmi (CRD# 1985536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 30 years of experience in the finance industry.
Julie Babcock (CRD# 4380020) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Zachary Bachman (CRD# 6661718) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 7 years of experience in the finance industry.
Justin Bacon (CRD# 5086214) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Matthew Bacon (CRD# 6018492) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 12 years of experience in the finance industry. Matthew Bacon 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.
Kerby Baden (CRD# 6744101) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Bethesda, MD and has over 6 years of experience in the finance industry.
Kathryn Badger (CRD# 1969852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 33 years of experience in the finance industry.
Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 29 years of experience in the finance industry.
Elchin Bagirov (CRD# 4922003) is an Investment Advisor Representative working at Morgan Stanley in Frederick, MD and has over 18 years of experience in the finance industry.