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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...
Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 years of experience in the finance industry.
Erin Ansalvish (CRD# 5436727) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Owings Mills, MD and has over 12 years of experience in the finance industry. Erin Ansalvish 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.
Jason Apolenis (CRD# 3094086) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 25 years of experience in the finance industry.
Ronald Appler (CRD# 2499039) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sykesville, MD and has over 29 years of experience in the finance industry.
Richard Appling (CRD# 4697025) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Silver Spring, MD and has over 20 years of experience in the finance industry.
Keith Apton (CRD# 4492128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 22 years of experience in the finance industry.
Michelle Aquino (CRD# 6272094) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Francisco, CA and has over 10 years of experience in the finance industry. Michelle Aquino 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.
Paul Arbo (CRD# 725412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cabin John, MD and has over 32 years of experience in the finance industry.
Kevin Arbogast (CRD# 5923871) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 12 years of experience in the finance industry.
James Arey Iii (CRD# 5007191) is an Investment Advisor Representative working at Primerica Advisors in Sykesville, MD and has over 16 years of experience in the finance industry.