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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...
Brian Beckwith (CRD# 6212814) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Baltimore, MD and has over 10 years of experience in the finance industry.
Michael Beczkowski (CRD# 2174721) is an Investment Advisor Representative working at Bolton Investment in Towson, MD and has over 32 years of experience in the finance industry.
Craig Beden (CRD# 1319333) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 39 years of experience in the finance industry.
Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 6 years of experience in the finance industry.
Randy Beeman (CRD# 3027730) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 26 years of experience in the finance industry.
Anna Behnam (CRD# 4047871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 24 years of experience in the finance industry.
Robert Behr (CRD# 1535798) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 22 years of experience in the finance industry.
Daniel Beigel (CRD# 6672276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 6 years of experience in the finance industry.
Laura Beldin (CRD# 4959170) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 18 years of experience in the finance industry.
Joseph Bell (CRD# 5495519) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 15 years of experience in the finance industry. Joseph Bell 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.