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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...
Scott Hollander (CRD# 1051897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 41 years of experience in the finance industry.
David Holloway (CRD# 5152878) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 11 years of experience in the finance industry.
Lionel Ives (CRD# 1058431) 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.
Dahri Jahn (CRD# 6513314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 6 years of experience in the finance industry.
Katalin Jambor (CRD# 6809261) 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.
Elizabeth Joseph (CRD# 4738076) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 20 years of experience in the finance industry.
Terrence Judge (CRD# 2807708) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 27 years of experience in the finance industry.
George Kamel (CRD# 4676701) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 20 years of experience in the finance industry.
David Kanter (CRD# 3122894) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 13 years of experience in the finance industry.
Kimberly Kirk (CRD# 6457961) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 8 years of experience in the finance industry.