-
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...
Zachary Fink (CRD# 7015548) is an Investment Advisor Representative working at Kavod Capital Management LLC in Gaithersburg, MD and has over 7 years of experience in the finance industry.
Kimberly Friedman (CRD# 5635709) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 14 years of experience in the finance industry.
Charles Fuller (CRD# 4556090) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 20 years of experience in the finance industry.
Lisu Gu (CRD# 6186203) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 10 years of experience in the finance industry.
Patrick Haney (CRD# 2295136) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 28 years of experience in the finance industry.
Paul Horan (CRD# 5465088) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 15 years of experience in the finance industry.
Robert Karcz (CRD# 4948619) is an Investment Advisor Representative working at Commonwealth Financial Network in Gaithersburg, MD and has over 18 years of experience in the finance industry.
Suzanne Katz Riesner (CRD# 2537197) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Gaithersburg, MD and has over 25 years of experience in the finance industry.
Scott Katzenbarger (CRD# 2732837) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 27 years of experience in the finance industry.
Steven Killiany (CRD# 4595879) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD and has over 21 years of experience in the finance industry.