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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...
Ioannis Papadimitris (CRD# 5351955) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Silver Spring, MD and has over 16 years of experience in the finance industry.
Christopher Pirtle (CRD# 2128409) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Silver Spring, MD and has over 28 years of experience in the finance industry.
David Quinn (CRD# 6861645) is an Investment Advisor Representative working at Pine Harbor Wealth Management LLC in Silver Spring, MD and has over 6 years of experience in the finance industry. David Quinn 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.
Tommie Roberson (CRD# 6930371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has over 5 years of experience in the finance industry.
Carlos Ruiz (CRD# 6256803) is an Investment Advisor Representative working at Lpl Financial LLC in Silver Spring, MD and has over 9 years of experience in the finance industry.
Joseph Schmerling (CRD# 6552700) is an Investment Advisor Representative working at Avantax Advisory Services in Silver Spring, MD and has over 8 years of experience in the finance industry.
Jeffrey Settle (CRD# 4754110) is an Investment Advisor Representative working at Lpl Financial LLC in Silver Spring, MD and has over 19 years of experience in the finance industry.
Jennifer Sevier (CRD# 4247692) is an Investment Advisor Representative working at Edelman Financial Engines in Silver Spring, MD and has over 23 years of experience in the finance industry. Jennifer Sevier 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.
Jordan Smith (CRD# 5171658) is an Investment Advisor Representative working at Edward Jones in Silver Spring, MD and has over 5 years of experience in the finance industry.
Anthony Steeple (CRD# 2002638) is an Investment Advisor Representative working at Primerica Advisors in Silver Spring, MD and has over 34 years of experience in the finance industry.