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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...
Daniel Kane (CRD# 4470700) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 23 years of experience in the finance industry.
Ozgur Karaosmanoglu (CRD# 1439921) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chevy Chase, MD and has over 36 years of experience in the finance industry.
John Keats (CRD# 4920088) 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.
Paul Keats (CRD# 811355) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 40 years of experience in the finance industry.
Marc Kim (CRD# 3153701) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 15 years of experience in the finance industry.
Sally Kirkpatrick (CRD# 2373579) 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.
Veska Kita (CRD# 4425074) is an Investment Advisor Representative working at Aci Group in Chevy Chase, MD and has over 22 years of experience in the finance industry.
Martin "Marty" Leclerc (CRD# 869229) is an Investment Advisor Representative and Principal of Barrack Yard Advisors, LLC in Bethesda, MD. He has over 36 years of experience in the financial services industry.
Barrack Yard Advisors is a privately held independent wealth management firm, accountable to clients and best principles. We provide oversight & guidance as well as money management services to individuals of means. Barrack Yard uses proprietary strategies with a focus on 'predictive attributes.' ww.BarrackYard.com.
Apart from serving as an adviser to individuals and businesses, Marty...
Craig Lukin (CRD# 2033282) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.
Daniel McHugh (CRD# 328278) is an Investment Advisor Representative working at Washington Securities Corporation in Chevy Chase, MD and has over 39 years of experience in the finance industry.