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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...
Donald Balderson (CRD# 6729011) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bowie, MD and has over 7 years of experience in the finance industry.
Michael Barnes (CRD# 2622646) is an Investment Advisor Representative working at True North Advisory, LLC in Bowie, MD and has over 28 years of experience in the finance industry.
Randall Brown (CRD# 6931998) is an Investment Advisor Representative working at Edward Jones in Bowie, MD and has over 5 years of experience in the finance industry.
Rochelle Brown (CRD# 4585769) is an Investment Advisor Representative working at Edward Jones in Bowie, MD and has over 21 years of experience in the finance industry.
Ernest Burley (CRD# 3015800) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bowie, MD and has over 19 years of experience in the finance industry. Ernest Burley 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.
Sean Chrysostom (CRD# 7062268) is an Investment Advisor Representative working at Wealthcare Financial Group, Inc. in Bowie, MD and has over 5 years of experience in the finance industry.
Jessica Clowney (CRD# 6220909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bowie, MD and has over 10 years of experience in the finance industry.
Crystal Davis (CRD# 5905521) is an Investment Advisor Representative working at Avantax Advisory Services in Bowie, MD and has over 12 years of experience in the finance industry.
Loren Glaser (CRD# 2862754) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Bowie, MD and has over 24 years of experience in the finance industry. Loren Glaser 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.