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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...
David Duncan (CRD# 1000761) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 42 years of experience in the finance industry.
Joseph Dunn (CRD# 2091676) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 33 years of experience in the finance industry.
Ryan Dunn (CRD# 6038258) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 11 years of experience in the finance industry.
Rahm Dvir (CRD# 6039842) is an Investment Advisor Representative working at Sol Capital Management Co in Rockville, MD and has over 12 years of experience in the finance industry.
Claire Dwyer (CRD# 6570914) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year of experience in the finance industry. Claire Dwyer 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.
Mark Edlund (CRD# 3203919) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 25 years of experience in the finance industry. Mark Edlund 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.
Chelsea English (CRD# 5893137) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
Sherman Malcolm Ethridge (CRD# 5981743) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 12 years of experience in the finance industry. Sherman Malcolm Ethridge 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.
Amir Eyal (CRD# 4937460) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rockville, MD and has over 18 years of experience in the finance industry.
James Fegan (CRD# 2701371) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rockville, MD and has over 28 years of experience in the finance industry.