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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...
Jack Rogers (CRD# 6618772) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 6 years of experience in the finance industry. Jack Rogers 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.
Prashant Sabapathi (CRD# 6122231) is an Investment Advisor Representative working at Elite Income Advisors, Inc. in Ellicott City, MD and has over 11 years of experience in the finance industry.
Christopher Schipske (CRD# 3140968) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ellicott City, MD and has over 20 years of experience in the finance industry. Christopher Schipske 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.
Eric Schrott (CRD# 4443832) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Ellicott City, MD and has over 22 years of experience in the finance industry.
Joseph Shaw (CRD# 4136229) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ellicott City, MD and has over 16 years of experience in the finance industry.
Gregory Sherwell (CRD# 6460616) is an Investment Advisor Representative working at Edelman Financial Engines in Ellicott City, MD and has over 7 years of experience in the finance industry.
Lawrence Singer (CRD# 4729094) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 19 years of experience in the finance industry.
Harry Slade (CRD# 6257267) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 9 years of experience in the finance industry. Harry Slade 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.
Harry Slade (CRD# 2855876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 27 years of experience in the finance industry.
William Slade (CRD# 5089920) is an Investment Advisor Representative working at Edward Jones in Ellicott City, MD and has over 17 years of experience in the finance industry. William Slade 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.