-
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...
Andrew Ashton (CRD# 2437849) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 21 years of experience in the finance industry.
Eric Bonner (CRD# 5509513) is an Investment Advisor Representative working at Lpl Financial LLC in Hanover, MD and has over 13 years of experience in the finance industry.
Aaron Burleson (CRD# 4377092) is an Investment Advisor Representative working at Lpl Financial LLC in Hanover, MD and has over 17 years of experience in the finance industry.
Brian Canet (CRD# 6951530) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 5 years of experience in the finance industry.
Michael Canet (CRD# 2969136) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 25 years of experience in the finance industry.
Bilal Colbert (CRD# 6425810) is an Investment Advisor Representative working at Lpl Financial LLC in Hanover, MD and has over 9 years of experience in the finance industry.
David Greeley (CRD# 5408461) is an Investment Advisor Representative working at Edward Jones in Hanover, MD and has over 7 years of experience in the finance industry.
Katherine Groce (CRD# 5345515) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 10 years of experience in the finance industry.
Ryan Herbert (CRD# 5123953) is an Investment Advisor Representative working at Prostatis Financial Advisors Group in Hanover, MD and has over 14 years of experience in the finance industry.