-
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...
Sheila Cheek (CRD# 2227397) is an Investment Advisor Representative working at Edward Jones in Washington, DC and has over 29 years of experience in the finance industry.
Kristin Chisam (CRD# 6210948) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 10 years of experience in the finance industry.
Matthew Choma (CRD# 6530778) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Washington, DC and has over 8 years of experience in the finance industry.
Brandon Cigna (CRD# 5996483) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 12 years of experience in the finance industry.
Angela Clardy (CRD# 5373787) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 8 years of experience in the finance industry.
John Clardy (CRD# 2672188) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 28 years of experience in the finance industry.
Chad Clark (CRD# 3080466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 25 years of experience in the finance industry.
James Clark (CRD# 2038781) is an Investment Advisor Representative working at Pnc Investments in Washington, DC and has over 34 years of experience in the finance industry.
Jason Clark (CRD# 2540186) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 29 years of experience in the finance industry. Jason Clark 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.
Maria Clarke (CRD# 6411559) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 8 years of experience in the finance industry.