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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...
Karen Ben-Shlaush (CRD# 4567484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 17 years of experience in the finance industry.
Caroline Bennett (CRD# 6880818) is an Investment Advisor Representative working at Advice And Planning Services in Washington, DC and has over 5 years of experience in the finance industry.
Jill Benson (CRD# 6732538) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 6 years of experience in the finance industry.
Anne Benton (CRD# 5621789) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 10 years of experience in the finance industry.
James Benton (CRD# 5852141) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 11 years of experience in the finance industry.
Zoumana Berte (CRD# 5670143) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 10 years of experience in the finance industry.
Mary Ann Best (CRD# 4389355) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 22 years of experience in the finance industry.
Samir Bhatt (CRD# 2961708) is an Investment Advisor Representative working at Shb Advisors in Washington, DC and has over 26 years of experience in the finance industry.
Francisco Bido (CRD# 4771263) is an Investment Advisor Representative working at F/m Investments LLC in Washington, DC and has over 8 years of experience in the finance industry.
Matthew Bigelow (CRD# 6218398) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 10 years of experience in the finance industry.