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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...
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.
Jonathan Brown (CRD# 6260143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kensington, MD and has over 10 years of experience in the finance industry.
Jacob Defilippo (CRD# 5712967) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 7 years of experience in the finance industry.
Beverly Fischetti (CRD# 1066558) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 38 years of experience in the finance industry. Beverly Fischetti 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.
Joseph Fischetti (CRD# 2748841) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 27 years of experience in the finance industry.
Kojo Gyabaah (CRD# 3073286) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kensington, MD and has over 25 years of experience in the finance industry. Kojo Gyabaah 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.
Quinton Holton (CRD# 2837145) is an Investment Advisor Representative working at Holton & Kosanke Wealth Management, LLC in Kensington, MD and has over 27 years of experience in the finance industry. Quinton Holton 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.
Arthur Mc Grath (CRD# 2722256) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kensington, MD and has over 27 years of experience in the finance industry. Arthur Mc Grath 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.
Claire McDonald (CRD# 2182817) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Kensington, MD and has over 30 years of experience in the finance industry.