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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...
David Asher (CRD# 2432644) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ellicott City, MD and has over 29 years of experience in the finance industry.
Matthew Beverungen (CRD# 1576002) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ellicott City, MD and has over 37 years of experience in the finance industry.
Michael Briel (CRD# 1776549) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 25 years of experience in the finance industry.
Robert Cardoni (CRD# 2936772) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ellicott City, MD and has over 26 years of experience in the finance industry.
William Chlan (CRD# 5527121) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 15 years of experience in the finance industry.
Sarah Cicero (CRD# 4474881) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 7 years of experience in the finance industry. Sarah Cicero 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.
Ravindra Dixit (CRD# 4836635) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 19 years of experience in the finance industry.
John Dove (CRD# 6747645) is an Investment Advisor Representative working at Edward Jones in Ellicott City, MD and has over 7 years of experience in the finance industry.
Matthew Dunphy (CRD# 2351744) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has over 26 years of experience in the finance industry.