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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...
Robert Boyles (CRD# 6314663) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elkridge, MD and has over 8 years of experience in the finance industry.
Michael Cammarata (CRD# 5371777) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elkridge, MD and has over 14 years of experience in the finance industry. Michael Cammarata 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.
Upinder Chandhok (CRD# 5396269) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Elkridge, MD and has over 10 years of experience in the finance industry.
Robert Clay (CRD# 2124692) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 33 years of experience in the finance industry.
Jared Ford (CRD# 6779780) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 5 years of experience in the finance industry.
Michael Havlik (CRD# 4349916) 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.
Bhavik Hukmani (CRD# 4584273) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elkridge, MD and has over 21 years of experience in the finance industry.
Jules Klose (CRD# 6294806) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elkridge, MD and has over 9 years of experience in the finance industry. Jules Klose 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.
Michael Lightfield (CRD# 2931307) is an Investment Advisor Representative working at Horter Investment Management, LLC in Elkridge, MD and has over 26 years of experience in the finance industry.