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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...
David Sloper (CRD# 2714717) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 26 years of experience in the finance industry. David Sloper 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.
Brian Smoot (CRD# 5676372) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ellicott City, MD and has over 7 years of experience in the finance industry.
James Sweet (CRD# 6202653) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 9 years of experience in the finance industry. James Sweet 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.
Robert Symonds (CRD# 4938062) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 12 years of experience in the finance industry. Robert Symonds 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.
Mary Thompson (CRD# 6020089) is an Investment Advisor Representative working at Reframe Financial Planning, LLC in Ellicott City, MD and has 1 year of experience in the finance industry. Mary Thompson 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.
Mark Timmick (CRD# 3212857) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Ellicott City, MD and has over 18 years of experience in the finance industry.
Zhi Wang (CRD# 6083903) is an Investment Advisor Representative working at Genesis Capital Management, LLC in Ellicott City, MD and has over 11 years of experience in the finance industry.
Michael Ward (CRD# 1451529) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 35 years of experience in the finance industry. Michael Ward 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.
Robert Wheedleton (CRD# 2850010) is an Investment Advisor Representative working at Edelman Financial Engines in Ellicott City, MD and has over 26 years of experience in the finance industry.
Robert Wieder (CRD# 4366284) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has 1 year of experience in the finance industry.