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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...
Kent Ashley (CRD# 2232063) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 25 years of experience in the finance industry.
Eric Ashmont (CRD# 6989589) is an Investment Advisor Representative working at Edward Jones in Rockville, MD and has over 5 years of experience in the finance industry.
Andrew Ashton (CRD# 2437849) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 21 years of experience in the finance industry.
Jacob Asplundh (CRD# 6053041) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 11 years of experience in the finance industry. Jacob Asplundh 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.
Alp Atabek (CRD# 1603278) is an Investment Advisor Representative working at Afs Financial Group, LLC in Bethesda, MD and has over 35 years of experience in the finance industry.
Louie Atangan (CRD# 4220873) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Vienna, VA and has over 23 years of experience in the finance industry.
David Atkinson (CRD# 4564047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Lisa Aubel (CRD# 1161423) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 30 years of experience in the finance industry.
John Austin (CRD# 844826) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brookeville, MD and has over 43 years of experience in the finance industry.
Kaktrale Austin (CRD# 4341109) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 23 years of experience in the finance industry.