-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Stefan Nicholas (CRD# 6177685) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 10 years of experience in the finance industry.
Carolyn Nunez (CRD# 5766659) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Chevy Chase, MD and has over 14 years of experience in the finance industry. Carolyn Nunez 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.
James Paragamian (CRD# 1019628) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 42 years of experience in the finance industry.
Mrunal Patel (CRD# 5259443) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
Shimshon Plotkin (CRD# 2431863) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry.
Gregory Powers (CRD# 4302842) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 22 years of experience in the finance industry. Gregory Powers 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.
Lubna Qureshi (CRD# 6499425) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 6 years of experience in the finance industry.
David Romhilt (CRD# 4435504) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.
Jonathan Rosner (CRD# 6287547) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 10 years of experience in the finance industry.
Steven Ross (CRD# 734513) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 42 years of experience in the finance industry. Steven Ross 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.