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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...
Daniela Amar (CRD# 6455895) 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 Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry. Mark Amberg 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.
Peter Ambrose (CRD# 1624518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 37 years of experience in the finance industry.
Jennifer An (CRD# 4706612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Dino Anders (CRD# 2837828) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 25 years of experience in the finance industry.
Andrew Anderson (CRD# 6516218) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 7 years of experience in the finance industry.
Charles Anderson (CRD# 4876) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 44 years of experience in the finance industry.
Charles Anderson (CRD# 6066001) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 8 years of experience in the finance industry. Charles Anderson 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.
Garrett Anderson (CRD# 6017129) is an Investment Advisor Representative working at Lpl Financial LLC in Brookeville, MD and has over 10 years of experience in the finance industry.
John Anderson (CRD# 4732752) is an Investment Advisor Representative working at Equitable Advisors, LLC in Washington, DC and has over 20 years of experience in the finance industry.