-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Feldy Suwito (CRD# 3086385) is an Investment Advisor Representative working at Bnb Wealth Mangagement, LLC in Silver Spring, MD and has over 25 years of experience in the finance industry.
Steven Thalheimer (CRD# 4488367) is an Investment Advisor Representative working at Thalheimer Financial Planning, LLC in Silver Spring, MD and has 1 year of experience in the finance industry. Steven Thalheimer 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.
Frances Toler (CRD# 4445222) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Silver Spring, MD and has over 22 years of experience in the finance industry.
Ethel Treister (CRD# 4299646) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Silver Spring, MD and has over 23 years of experience in the finance industry.
Joyce Wallace (CRD# 1454711) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Silver Spring, MD and has over 38 years of experience in the finance industry.
Isiah Williams (CRD# 6752996) is an Investment Advisor Representative working at Audible Wealth Management in Silver Spring, MD and has over 6 years of experience in the finance industry.
Natalie Hedrick (CRD# 6005938) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Silver Spring, MD and has over 10 years of experience in the finance industry. Natalie Hedrick 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.
Andres Dardon Goodall (CRD# 7498174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Silver Spring, MD and has 1 year of experience in the finance industry.
Keith Ellis (CRD# 5303342) is an Investment Advisor Representative working at Homestead Advisers Corp. in Silver Spring, MD and has over 15 years of experience in the finance industry.
Gulielma Fager (CRD# 7344886) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Silver Spring, MD and has over 2 years of experience in the finance industry.