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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...
Frank Bartolini (CRD# 2148806) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 33 years of experience in the finance industry.
Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 11 years of experience in the finance industry. Andrew Barton 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.
Harry Barton (CRD# 14124) is an Investment Advisor Representative working at Osaic Fa, Inc. in Vienna, VA and has over 29 years of experience in the finance industry.
Kimberly Basenback (CRD# 5523788) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 12 years of experience in the finance industry. Kimberly Basenback 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.
Charles Baskervill (CRD# 6556546) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Herndon, VA and has over 8 years of experience in the finance industry.
Brian Bass (CRD# 6319726) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 10 years of experience in the finance industry. Brian Bass 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.
Steven Bass (CRD# 1832090) is an Investment Advisor Representative working at Steve Bass & Associates, Inc. in Reisterstown, MD and has over 30 years of experience in the finance industry.
Brady Bassford (CRD# 6496329) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 8 years of experience in the finance industry.
Kelly Batey (CRD# 2949364) is an Investment Advisor Representative working at Lpl Financial LLC in Frederick, MD and has over 26 years of experience in the finance industry.
Johanna Bathurst (CRD# 4504994) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Baltimore, MD and has over 21 years of experience in the finance industry.