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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...
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.
Mark Adams (CRD# 2672489) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfax, VA and has over 26 years of experience in the finance industry.
Patrick Adams (CRD# 2039213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alexandria, VA and has over 34 years of experience in the finance industry.
Samuel Adams (CRD# 6350470) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Washington Dc, DC and has over 7 years of experience in the finance industry.
Oluseun Adeyemi (CRD# 6825947) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
Bryan Adkins (CRD# 6261256) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.
James Adkins (CRD# 2708477) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 28 years of experience in the finance industry.
Arthur Adler (CRD# 2821682) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 25 years of experience in the finance industry.
Nedra Agnew (CRD# 4516258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 21 years of experience in the finance industry.