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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...
Scott Aabel (CRD# 1493667) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 35 years of experience in the finance industry.
Sergio Abarca Fuente (CRD# 7032841) is an Investment Advisor Representative working at Edward Jones in Chevy Chase, MD and has over 5 years of experience in the finance industry.
Brian Abatemarco (CRD# 5954281) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Mclean, VA and has over 7 years of experience in the finance industry. Brian Abatemarco 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.
Jonathan Abbett (CRD# 1817336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 36 years of experience in the finance industry.
Sharon Abbey (CRD# 4319044) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 21 years of experience in the finance industry.
Henry Abbott (CRD# 1249819) 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.
Rena Abdalla (CRD# 4680182) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 19 years of experience in the finance industry.
Arnold Abel (CRD# 1582180) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marriottsville, MD and has over 26 years of experience in the finance industry.
Rita Abel (CRD# 2436101) is an Investment Advisor Representative working at Abel Financial Management Company in Eldersburg, MD and has over 30 years of experience in the finance industry. Rita Abel 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.
Robert Abel (CRD# 5178333) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.