-
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...
Jordan Wilson (CRD# 6176787) is an Investment Advisor Representative working at Blueprint Wealth Management Inc. in Ellicott City, MD and has over 11 years of experience in the finance industry. Jordan Wilson 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.
Dae Yoon (CRD# 5142317) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ellicott City, MD and has over 15 years of experience in the finance industry.
Jianmin You (CRD# 4598008) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ellicott City, MD and has over 20 years of experience in the finance industry.
Scott Cannon (CRD# 6454193) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ellicott City, MD and has 1 year of experience in the finance industry.
Jade Chang (CRD# 4231998) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ellicott City, MD and has 1 year of experience in the finance industry.
Priam Chun (CRD# 7340933) is an Investment Advisor Representative working at Edward Jones in Ellicott City, MD and has over 3 years of experience in the finance industry.
John Cook (CRD# 3069777) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ellicott City, MD and has over 15 years of experience in the finance industry.
David Crocetti (CRD# 2419575) is an Investment Advisor Representative working at Shorebird Capital Management in Ellicott City, MD and has over 30 years of experience in the finance industry.
Seth Gusman (CRD# 2977429) 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.
Michael Hartzell (CRD# 4989949) is an Investment Advisor Representative working at Elite Income Advisors, Inc. in Ellicott City, MD and has over 5 years of experience in the finance industry.