-
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...
Anthony Felipe (CRD# 7266288) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Silver Spring, MD and has over 3 years of experience in the finance industry. Anthony Felipe 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.
Jacob Keller (CRD# 7568953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has 1 year of experience in the finance industry.
Christopher Leader (CRD# 7856345) is an Investment Advisor Representative working at Leader Investments LLC in Silver Spring, MD and has 1 year of experience in the finance industry.
James Merrill (CRD# 7599113) is an Investment Advisor Representative working at Binnacle Financial Group LLC in Silver Spring, MD and has over 2 years of experience in the finance industry.
Adriana Munoz (CRD# 6292580) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Silver Spring, MD and has over 10 years of experience in the finance industry.
Sharon Peters (CRD# 7332657) is an Investment Advisor Representative working at Avantax Advisory Services in Silver Spring, MD and has 1 year of experience in the finance industry.
Peter Rosenfelder (CRD# 5880212) is an Investment Advisor Representative working at Edelman Financial Engines in Silver Spring, MD and has over 8 years of experience in the finance industry.
Rebecca Schreiber (CRD# 5300689) is an Investment Advisor Representative working at Flexible Finances in Silver Spring, MD and has over 16 years of experience in the finance industry.
Nigel Smith (CRD# 7845781) is an Investment Advisor Representative working at Edward Jones in Silver Spring, MD and has 1 year of experience in the finance industry.
Curtis Sumpter (CRD# 4649228) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Silver Spring, MD and has over 8 years of experience in the finance industry.