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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...
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George Balboa (CRD# 2180684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 32 years of experience in the finance industry.
Richard Baldwin (CRD# 2796918) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 26 years of experience in the finance industry.
Carl Balestrieri (CRD# 4481208) is an Investment Advisor Representative working at Christian Wealth Management, LLC in Falls Church, VA and has over 22 years of experience in the finance industry.
Petya Balevska (CRD# 5217806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.
Daniel Ball (CRD# 6565538) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.
James Ball (CRD# 4746364) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 20 years of experience in the finance industry.
Michael Ball (CRD# 1134463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Reston, VA and has over 41 years of experience in the finance industry.
Megan Ballogdajan (CRD# 5169011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.
Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 12 years of experience in the finance industry.