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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...
Ben Bates (CRD# 4677714) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 16 years of experience in the finance industry.
Johanna Bathurst (CRD# 4504994) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Baltimore, MD and has over 21 years of experience in the finance industry.
James Battle (CRD# 5485572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 10 years of experience in the finance industry. James Battle 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.
Patricia Baum (CRD# 1454297) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 38 years of experience in the finance industry.
Krista Baumgardner (CRD# 6690411) is an Investment Advisor Representative working at Choreo, LLC in Gaithersburg, MD and has over 7 years of experience in the finance industry. Krista Baumgardner 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.
Louis Baviello (CRD# 6001268) is an Investment Advisor Representative working at Baviello Investment Management, LLC in Baltimore, MD and has over 13 years of experience in the finance industry.
Kalen Baxter (CRD# 2920908) is an Investment Advisor Representative working at Private Advisor Group, LLC in Towson, MD and has over 26 years of experience in the finance industry. Kalen Baxter 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.
Douglas Bayer (CRD# 2164766) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Washington, DC and has over 32 years of experience in the finance industry.
Evan Beach (CRD# 5670540) is an Investment Advisor Representative working at Mariner Independent in Alexandria, VA and has over 14 years of experience in the finance industry. Evan Beach 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.
Samuel Beach (CRD# 1197819) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 40 years of experience in the finance industry.