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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...
Andrea Dykes (CRD# 4835590) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Chevy Chase, MD and has over 17 years of experience in the finance industry.
Corey Edwards (CRD# 4239138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 23 years of experience in the finance industry.
Ann Etergino (CRD# 725204) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 43 years of experience in the finance industry.
Scott Faley (CRD# 6111873) is an Investment Advisor Representative working at Inaltis Capital Management, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry.
Casey Fiora (CRD# 5174515) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chevy Chase, MD and has over 9 years of experience in the finance industry.
Renee Floro (CRD# 4532150) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 18 years of experience in the finance industry.
Melanie Folstad (CRD# 2562408) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 26 years of experience in the finance industry.
William Fort (CRD# 4743999) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 19 years of experience in the finance industry.
Steven Ganan (CRD# 3103484) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 25 years of experience in the finance industry.
John Gerold (CRD# 2357333) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry.