-
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...
Stefan Jakubowski (CRD# 7208060) is an Investment Advisor Representative working at Edward Jones in Gaithersburg, MD and has over 4 years of experience in the finance industry.
Ulric Johnson (CRD# 6555909) is an Investment Advisor Representative working at Primerica Advisors in Gaithersburg, MD and has over 4 years of experience in the finance industry.
I Shiuan Lee (CRD# 6520909) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 8 years of experience in the finance industry.
Yu-huang Lee (CRD# 7322233) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 3 years of experience in the finance industry.
Yun Ma (CRD# 7395633) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Eiber Medina Gutierrez (CRD# 7214978) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gaithersburg, MD and has over 3 years of experience in the finance industry.
Landon Oddono (CRD# 7290666) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Andrew Pantoja (CRD# 7323370) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gaithersburg, MD and has over 2 years of experience in the finance industry.
Zachary Payne (CRD# 6516858) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 5 years of experience in the finance industry. Zachary Payne 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.
Ashley Perlmutter (CRD# 7433021) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Gaithersburg, MD and has over 2 years of experience in the finance industry.