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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...
Richard Mercado (CRD# 2302301) is an Investment Advisor Representative working at Wells Fargo Advisors in Gaithersburg, MD and has over 30 years of experience in the finance industry.
Linda Mundy (CRD# 1834698) is an Investment Advisor Representative working at Chesapeake Asset Management Co Inc. in Gaithersburg, MD and has over 35 years of experience in the finance industry.
David Murray (CRD# 3120612) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD and has over 25 years of experience in the finance industry.
Edward Neveleff (CRD# 5833970) is an Investment Advisor Representative working at Enroute Wealth Management, LLC in Gaithersburg, MD and has over 13 years of experience in the finance industry.
Nicholas O'gwin (CRD# 4940059) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 18 years of experience in the finance industry. Nicholas O'gwin 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.
Michael Pasco (CRD# 3032021) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 26 years of experience in the finance industry.
Jonas Rodriguez-Jones (CRD# 4233514) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 23 years of experience in the finance industry. Jonas Rodriguez-Jones 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.
Bradley Sherman (CRD# 5908754) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has over 12 years of experience in the finance industry.
Lei Shi (CRD# 2859762) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 26 years of experience in the finance industry.
James Stewart (CRD# 3053760) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 26 years of experience in the finance industry. James Stewart 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.