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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...
Aaron Brachman (CRD# 4578328) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 21 years of experience in the finance industry. Aaron Brachman 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.
George Bragaw (CRD# 1482189) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 37 years of experience in the finance industry.
Denise Brandon (CRD# 1871614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 34 years of experience in the finance industry.
James Brennan (CRD# 5261828) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 16 years of experience in the finance industry.
Michael Brennan (CRD# 4989288) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 18 years of experience in the finance industry.
Brett Brenner (CRD# 4623495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 20 years of experience in the finance industry.
Adam Brinkley (CRD# 5111919) 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.
Robert Brinkman (CRD# 6253300) is an Investment Advisor Representative working at Capital Investment Advisors in Washington, DC and has over 9 years of experience in the finance industry.
Gerald Britton (CRD# 1599558) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 32 years of experience in the finance industry.
Joseph Brodecki (CRD# 1673120) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 36 years of experience in the finance industry. Joseph Brodecki 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.