-
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...
Charles Menk (CRD# 2404896) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Elkridge, MD and has over 30 years of experience in the finance industry.
Charles Nemphos (CRD# 1712985) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Elkridge, MD and has over 35 years of experience in the finance industry.
Jamie Price (CRD# 4214245) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elkridge, MD and has over 23 years of experience in the finance industry.
Matthew Tew (CRD# 6615034) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elkridge, MD and has over 7 years of experience in the finance industry.
Chris Varlotta (CRD# 4556358) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elkridge, MD and has over 21 years of experience in the finance industry.
Larry Whaley (CRD# 1714941) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 36 years of experience in the finance industry. Larry Whaley 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.
Toni Whaley (CRD# 4974365) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 18 years of experience in the finance industry.
Justin Allen (CRD# 7012385) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elkridge, MD and has over 2 years of experience in the finance industry. Justin Allen 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.
Adewole Odumade (CRD# 6940088) is an Investment Advisor Representative working at Riskhedge Analytics, LLC in Elkridge, MD and has over 5 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.