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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...
Brett Bernstein (CRD# 3103034) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 25 years of experience in the finance industry. Brett Bernstein 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.
Judd Berube (CRD# 5394524) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bethesda, MD and has over 16 years of experience in the finance industry.
Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Chris Bettencourt 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Gretchen Bolton (CRD# 2421965) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethesda, MD and has over 30 years of experience in the finance industry.
Ormand Bontempo (CRD# 2115532) is an Investment Advisor Representative working at Bontempo Ohly Capital Management, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.
Mary Bottella (CRD# 4535892) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bethesda, MD and has over 8 years of experience in the finance industry.
David Bowie (CRD# 4408123) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Samuel Boyd (CRD# 5708814) is an Investment Advisor Representative working at Capital Investment Advisors in Bethesda, MD and has over 14 years of experience in the finance industry. Samuel Boyd 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.
Lawrence Braithwaite (CRD# 4720489) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has over 9 years of experience in the finance industry.