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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...
Isabel Barrow (CRD# 4479208) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 22 years of experience in the finance industry.
Juan Barrowes (CRD# 2499996) is an Investment Advisor Representative working at Pnc Investments in Mount Airy, MD and has over 25 years of experience in the finance industry. Juan Barrowes 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.
Stephen Barto (CRD# 2445955) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 30 years of experience in the finance industry.
Frank Bartolini (CRD# 2148806) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 33 years of experience in the finance industry.
Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 11 years of experience in the finance industry. Andrew Barton 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.
Kimberly Basenback (CRD# 5523788) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 12 years of experience in the finance industry. Kimberly Basenback 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.
Steven Bass (CRD# 1832090) is an Investment Advisor Representative working at Steve Bass & Associates, Inc. in Reisterstown, MD and has over 30 years of experience in the finance industry.
George Bassett (CRD# 5031604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Brady Bassford (CRD# 6496329) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 8 years of experience in the finance industry.
Christian Batcha (CRD# 2815548) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 27 years of experience in the finance industry.