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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...
Christina Clemons (CRD# 5750248) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 13 years of experience in the finance industry.
Daniel Clifton (CRD# 5669502) is an Investment Advisor Representative working at Strategas Asset Management, LLC in Washington, DC and has over 7 years of experience in the finance industry.
Keith Cohen (CRD# 5499025) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 8 years of experience in the finance industry.
Rose Cohen (CRD# 4987758) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 18 years of experience in the finance industry.
Brian Coll (CRD# 2924797) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 26 years of experience in the finance industry.
James Collins (CRD# 4397171) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 23 years of experience in the finance industry. James Collins 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.
Roy Combs (CRD# 4168367) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 23 years of experience in the finance industry.
Bryan Condra (CRD# 6147955) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 9 years of experience in the finance industry.
William Cone (CRD# 850539) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 39 years of experience in the finance industry.
Robert Connolly (CRD# 6235175) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 10 years of experience in the finance industry.