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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...
Matthew Agada (CRD# 6779243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Germantown, MD and has over 5 years of experience in the finance industry.
Donald Andrus (CRD# 4919980) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Germantown, MD and has over 11 years of experience in the finance industry.
Michelle Bender (CRD# 4137145) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Germantown, MD and has over 24 years of experience in the finance industry. Michelle Bender 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.
Philip Chauche (CRD# 4470748) is an Investment Advisor Representative working at Chauche & Associates LLC in Germantown, MD and has 1 year of experience in the finance industry. Philip Chauche 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.
Sean Falk (CRD# 2961005) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Germantown, MD and has over 25 years of experience in the finance industry.
Christopher Lawson (CRD# 4794228) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Germantown, MD and has over 17 years of experience in the finance industry.
David Malmgren (CRD# 4294740) is an Investment Advisor Representative working at Parkview Capital LLC in Germantown, MD and has 1 year of experience in the finance industry.
Mark Mueller (CRD# 5721750) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Germantown, MD and has over 14 years of experience in the finance industry.
Denise Proctor (CRD# 4852215) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 17 years of experience in the finance industry.