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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...
John Bowles (CRD# 5283742) is an Investment Advisor Representative working at Intervest Ltd in Chevy Chase, MD and has 1 year of experience in the finance industry. John Bowles 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.
John Buck (CRD# 1242741) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chevy Chase, MD and has over 39 years of experience in the finance industry.
Nicholas Burkholder (CRD# 4728289) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 20 years of experience in the finance industry. Nicholas Burkholder 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.
Neil Cain (CRD# 4927411) is an Investment Advisor Representative working at Lpl Financial LLC in Chevy Chase, MD and has over 17 years of experience in the finance industry. Neil Cain 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.
Gary Carson (CRD# 6858096) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 5 years of experience in the finance industry.
Michael Cich (CRD# 4120103) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 23 years of experience in the finance industry.
Katherine Clark (CRD# 856235) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 44 years of experience in the finance industry.
Paul Cooney (CRD# 4595501) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Chevy Chase, MD and has over 21 years of experience in the finance industry.
Denislav Dantev (CRD# 6839304) is an Investment Advisor Representative working at Mg Capital Partners, LLC in Chevy Chase, MD and has over 6 years of experience in the finance industry.
Evan Downey (CRD# 5996203) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 11 years of experience in the finance industry.