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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...
James Ackerman (CRD# 2780227) is an Investment Advisor Representative working at Ackerman Asset Management, LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Debra Adair (CRD# 2768770) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 12 years of experience in the finance industry.
Jeffery Adair (CRD# 2496521) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 29 years of experience in the finance industry.
Ashley Adams (CRD# 6670800) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 7 years of experience in the finance industry. Ashley Adams 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.
Craig Adams (CRD# 4696984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 20 years of experience in the finance industry. Craig Adams 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.
George Adams (CRD# 1351539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 39 years of experience in the finance industry.
Harris Adams (CRD# 2872752) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vienna, VA and has over 26 years of experience in the finance industry.
Jason Adams (CRD# 3263959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.
Jeffrey Adams (CRD# 2155388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 31 years of experience in the finance industry.
Jonathan Adams (CRD# 2371031) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 30 years of experience in the finance industry.