-
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...
Ehab Alalfey (CRD# 5119583) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has over 16 years of experience in the finance industry.
Michael Alba (CRD# 2651547) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Fairfax, VA and has over 28 years of experience in the finance industry.
Anthony Albano (CRD# 5272532) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Arlington, VA and has over 17 years of experience in the finance industry.
Scott Alberding (CRD# 2853586) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hunt Valley, MD and has over 24 years of experience in the finance industry. Scott Alberding 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.
Joel Albert (CRD# 6083715) is an Investment Advisor Representative working at Eagle Strategies LLC in Frederick, MD and has over 11 years of experience in the finance industry.
Steven Albert (CRD# 5117252) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 18 years of experience in the finance industry.
Talbot Albert (CRD# 1620715) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 36 years of experience in the finance industry.
Anne Albertine (CRD# 2807331) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 27 years of experience in the finance industry.
Jason Albino (CRD# 2891263) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry.
Lisa Albrecht (CRD# 4585830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reston, VA and has over 21 years of experience in the finance industry.