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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...
Andrea Arias Turriago (CRD# 5533507) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.
Jeffrey Armstrong (CRD# 2808264) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 21 years of experience in the finance industry.
David Arnold (CRD# 5181401) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Gaithersburg, MD and has over 17 years of experience in the finance industry. David Arnold 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.
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.
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.
Eric Ashburn (CRD# 6240446) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Vienna, VA and has over 9 years of experience in the finance industry. Eric Ashburn 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.
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.
Timothy Ashley (CRD# 6359324) is an Investment Advisor Representative working at Lpl Financial LLC in Leesburg, VA and has over 9 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.