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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...
Jan Pretorius (CRD# 5281213) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 17 years of experience in the finance industry.
Renee Pretorius (CRD# 5845754) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 13 years of experience in the finance industry.
Vincent Ratliff (CRD# 5501519) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 15 years of experience in the finance industry.
Jesse Rivas (CRD# 6774215) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 6 years of experience in the finance industry.
Vladislav Romanov (CRD# 2549093) is an Investment Advisor Representative working at Lpl Financial LLC in North Bethesda, MD and has over 29 years of experience in the finance industry.
Kevin Rowe (CRD# 2267147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 31 years of experience in the finance industry.
Alison Sagi (CRD# 6939137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 5 years of experience in the finance industry.
Eileen Schempp (CRD# 1209818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 40 years of experience in the finance industry.
Craig Schubert (CRD# 2159864) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 25 years of experience in the finance industry.
John Seitz (CRD# 1399858) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 38 years of experience in the finance industry.