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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...
Thomas Bonorden (CRD# 3272593) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 23 years of experience in the finance industry. Thomas Bonorden 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.
Kevin Bradley (CRD# 3064890) is an Investment Advisor Representative working at Avantax Advisory Services in Rockville, MD and has over 25 years of experience in the finance industry.
R. Michael Braender (CRD# 3039018) 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.
Steven Bragg (CRD# 4174095) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 23 years of experience in the finance industry.
Andrew Brand (CRD# 6136668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 11 years of experience in the finance industry.
Robert Brewer (CRD# 2379724) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 29 years of experience in the finance industry.
Kirk Brooks (CRD# 6503755) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 8 years of experience in the finance industry.
Benjamin Brown (CRD# 6496654) is an Investment Advisor Representative working at Entelechy in Rockville, MD and has over 8 years of experience in the finance industry. Benjamin Brown 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.
Christopher Brown (CRD# 2788527) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has over 27 years of experience in the finance industry. Christopher Brown 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.
Joseph Bublewicz (CRD# 2404586) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 29 years of experience in the finance industry.