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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...
Brian McLaughlin (CRD# 4088051) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 24 years of experience in the finance industry.
John McLaughlin (CRD# 1073305) 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.
Robin Mitler (CRD# 5111354) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 17 years of experience in the finance industry.
Malik Moore (CRD# 6359730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 7 years of experience in the finance industry.
Joshua Olds (CRD# 2874964) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 26 years of experience in the finance industry.
Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in North Bethesda, MD and has over 13 years of experience in the finance industry. Patrick Ortman 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.
Nicholas Over (CRD# 6981731) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 5 years of experience in the finance industry.
Michael Padilla (CRD# 6113523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 11 years of experience in the finance industry.
Tammy Pan (CRD# 6829375) 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.
Teresa Perryman (CRD# 2858428) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 26 years of experience in the finance industry.