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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...
Gabriel Adams (CRD# 5048590) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Waldorf, MD and has over 17 years of experience in the finance industry.
William Hoyle (CRD# 3024312) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waldorf, MD and has over 5 years of experience in the finance industry.
Linda Sims (CRD# 6754461) is an Investment Advisor Representative working at Edward Jones in Waldorf, MD and has over 6 years of experience in the finance industry.
Nicholas Cable (CRD# 7568331) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waldorf, MD and has 1 year of experience in the finance industry.
Nicole Jackson (CRD# 7405009) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waldorf, MD and has 1 year of experience in the finance industry.
Shaun Kline (CRD# 7841720) is an Investment Advisor Representative working at Edward Jones in Waldorf, MD and has 1 year of experience in the finance industry.
Fontella Moody (CRD# 5144023) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waldorf, MD and has over 12 years of experience in the finance industry.
Jessica Doll (CRD# 5969842) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Jessica Doll 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 putclients' interests first and comply with the Financial Planning Practice Standards.