-
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...
Darwin Alfaro (CRD# 7010957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has over 5 years of experience in the finance industry.
Nasser Ali (CRD# 2637987) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Hunt Valley, MD and has over 26 years of experience in the finance industry.
Amr Alian (CRD# 4681273) is an Investment Advisor Representative working at Investology Inc. in Reston, VA and has over 20 years of experience in the finance industry.
Daniel Aliperti (CRD# 4977242) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Denise Allen (CRD# 4222022) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Silver Spring, MD and has over 23 years of experience in the finance industry.
Michel Allen (CRD# 6448342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 6 years of experience in the finance industry.
Nathan Allen (CRD# 2392046) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 26 years of experience in the finance industry.
Travis Allen (CRD# 4730147) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 14 years of experience in the finance industry.
Martin Allenbaugh (CRD# 2179723) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 32 years of experience in the finance industry.
James Allotey (CRD# 2749431) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hunt Valley, MD and has over 25 years of experience in the finance industry.