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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...
Oliver Arnold (CRD# 5654461) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 14 years of experience in the finance industry.
Glenn Arons (CRD# 2521233) is an Investment Advisor Representative working at Gries Financial LLC in Potomac, MD and has over 29 years of experience in the finance industry.
Sucharu Arora (CRD# 5040691) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, MD and has over 18 years of experience in the finance industry.
James Arrison (CRD# 5049295) 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.
Ian Arrowsmith (CRD# 2730531) is an Investment Advisor Representative working at Scarborough Capital Management in Annapolis, MD and has over 27 years of experience in the finance industry.
Samuel Asare (CRD# 4235655) is an Investment Advisor Representative working at Laser Wealth Management, Lc in Kensington, MD and has over 23 years of experience in the finance industry.
David Asher (CRD# 2432644) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ellicott City, MD and has over 29 years of experience in the finance industry.
Kent Ashley (CRD# 2232063) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 25 years of experience in the finance industry.
Eric Ashmont (CRD# 6989589) is an Investment Advisor Representative working at Edward Jones in Rockville, MD and has over 5 years of experience in the finance industry.
Andrew Ashton (CRD# 2437849) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 21 years of experience in the finance industry.