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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...
Kyle Bell (CRD# 5182118) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 17 years of experience in the finance industry.
Andrew Bellamah (CRD# 2171352) is an Investment Advisor Representative working at Bnb Wealth Mangagement, LLC in Silver Spring, MD and has over 32 years of experience in the finance industry.
Andrew Bellamah (CRD# 6244980) is an Investment Advisor Representative working at Bnb Wealth Mangagement, LLC in Silver Spring, MD and has over 10 years of experience in the finance industry.
Robert Bellinger (CRD# 2706177) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Khaleed Beltran (CRD# 7027879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 5 years of experience in the finance industry.
Mohamed Ben Yahia (CRD# 2881198) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Karen Ben-Shlaush (CRD# 4567484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 18 years of experience in the finance industry.
Eli Ben-Zev (CRD# 1244552) is an Investment Advisor Representative working at Prudential Financial Planning Services in Baltimore, MD and has over 14 years of experience in the finance industry.
William Benassi (CRD# 1284924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 39 years of experience in the finance industry.
Thomas Benisch (CRD# 2986406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Baltimore, MD and has over 5 years of experience in the finance industry.