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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...
Margaret Anderson (CRD# 4510746) is an Investment Advisor Representative working at Summit Financial, LLC in Millersville, MD and has over 22 years of experience in the finance industry.
Matthew Anderson (CRD# 3131323) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Reston, VA and has over 25 years of experience in the finance industry.
Paul Anderson (CRD# 1232572) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 40 years of experience in the finance industry.
Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Craftwork Capital LLC in Alexandria, VA and has over 16 years of experience in the finance industry. Ross Anderson 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.
Therese Anderson (CRD# 1030429) is an Investment Advisor Representative working at Lpl Financial LLC in Brookeville, MD and has over 22 years of experience in the finance industry.
Ana Andonie (CRD# 6821830) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 6 years of experience in the finance industry.
Khalil Andraos (CRD# 4999485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 17 years of experience in the finance industry.
David Andreadis (CRD# 2240219) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 31 years of experience in the finance industry.
Kristen Andrejev (CRD# 1258260) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 40 years of experience in the finance industry. Kristen Andrejev 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.
Paul Andrews (CRD# 4453146) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.