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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...
Sergio Abarca Fuente (CRD# 7032841) is an Investment Advisor Representative working at Edward Jones in Chevy Chase, MD and has over 5 years of experience in the finance industry.
Henry Abbott (CRD# 1249819) is an Investment Advisor Representative working at Washington Securities Corporation in Chevy Chase, MD and has over 39 years of experience in the finance industry.
Vittorio Altavas (CRD# 4993588) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 14 years of experience in the finance industry.
Boriana Bakaltcheva (CRD# 6342748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 8 years of experience in the finance industry.
Carter Bidwick (CRD# 6852047) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 5 years of experience in the finance industry.
Warren Bischoff (CRD# 2195551) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 24 years of experience in the finance industry.
Gregory Blake (CRD# 5392729) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
Theodore Blanchard (CRD# 4807208) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 19 years of experience in the finance industry.
Kimberly Bleck (CRD# 5727806) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry. Kimberly Bleck 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.