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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...
Leland Bishop (CRD# 4575899) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 21 years of experience in the finance industry.
Barbara Black (CRD# 6579764) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Washington, DC and has over 8 years of experience in the finance industry. Barbara Black 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.
William Blake (CRD# 1660418) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 36 years of experience in the finance industry.
Philip Blevins (CRD# 1109393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 40 years of experience in the finance industry.
Talya Bock (CRD# 5199925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 17 years of experience in the finance industry.
W Booth (CRD# 1216982) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 40 years of experience in the finance industry.
Gautam Bose (CRD# 2426395) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Washington, DC and has over 30 years of experience in the finance industry.
Ashley Bourne (CRD# 6270646) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 8 years of experience in the finance industry.
Dean Bowen (CRD# 5703935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 13 years of experience in the finance industry.
Darric Boyd (CRD# 2259436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 27 years of experience in the finance industry.