-
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...
Judith Barnhard (CRD# 4566341) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry. Judith Barnhard 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.
Patric Barnhart (CRD# 6814257) is an Investment Advisor Representative working at Lpl Financial LLC in Eldersburg, MD and has over 6 years of experience in the finance industry.
Matthew Barr (CRD# 5224488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 14 years of experience in the finance industry.
Leah Barrett (CRD# 6578594) is an Investment Advisor Representative working at D.a. Davidson & Company in Herndon, VA and has over 6 years of experience in the finance industry.
John Barriga (CRD# 4975673) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockville, MD and has over 16 years of experience in the finance industry.
Alexander Barron (CRD# 1754853) is an Investment Advisor Representative working at Vsm Wealth Advisory, LLC in Hunt Valley, MD and has over 36 years of experience in the finance industry.
Juan Barrowes (CRD# 2499996) is an Investment Advisor Representative working at Pnc Investments in Mount Airy, MD and has over 25 years of experience in the finance industry. Juan Barrowes 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.
Manohar Bartakke (CRD# 1351963) is an Investment Advisor Representative working at M.n. Bartakke & Associates in Reston, VA and has over 39 years of experience in the finance industry. Manohar Bartakke 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.
Ryan Bartholomew (CRD# 5960496) is an Investment Advisor Representative working at The Colony Group, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Stephen Barto (CRD# 2445955) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 30 years of experience in the finance industry.