-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Matthew Aaron (CRD# 6123752) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Washington, DC and has over 5 years of experience in the finance industry.
Michael Abbenante (CRD# 4605616) 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.
Penelope Abbott (CRD# 1689316) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 33 years of experience in the finance industry.
Sohail Abrahimzadeh (CRD# 6942346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 2 years of experience in the finance industry.
Joseph Accurso (CRD# 2497493) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 26 years of experience in the finance industry.
Debra Adair (CRD# 2768770) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 9 years of experience in the finance industry.
George Adams (CRD# 1351539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 35 years of experience in the finance industry.
Marc Aguilar (CRD# 6591386) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 4 years of experience in the finance industry.