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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...
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.
Mark Kramer (CRD# 5360486) 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.
Renee Kremm (CRD# 4255408) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 23 years of experience in the finance industry.
Timothy Kueberth (CRD# 6572002) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 8 years of experience in the finance industry.
David Levitt (CRD# 6766886) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in North Bethesda, MD and has 1 year of experience in the finance industry. David Levitt 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.
Paul Li (CRD# 6928525) is an Investment Advisor Representative working at Fhl Investment Management Company, LLC in North Bethesda, MD and has 1 year of experience in the finance industry.
Jeff Lin (CRD# 1726484) is an Investment Advisor Representative working at Grove Point Advisors, LLC in North Bethesda, MD and has over 36 years of experience in the finance industry.
Wesley Lindquist (CRD# 6858756) 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.
Patrick Lively (CRD# 2421888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 30 years of experience in the finance industry.
Philip Lowe (CRD# 6892833) 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.