-
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...
Leland Bishop (CRD# 4575899) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 21 years of experience in the finance industry.
Thad Bisselle (CRD# 1199497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 40 years of experience in the finance industry.
Clark Bixler (CRD# 5773153) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
Jonathan Bjoring (CRD# 3181757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 25 years of experience in the finance industry.
David Bjorklund (CRD# 6805516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 5 years of experience in the finance industry.
Barbara Black (CRD# 6579764) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Washington, DC and has over 8 years of experience in the finance industry. Barbara Black 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.
Eileen Blackburn (CRD# 3142427) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Kirk Blackman (CRD# 3102174) is an Investment Advisor Representative working at Eagle Strategies LLC in Mitchellville, MD and has over 25 years of experience in the finance industry.
Brad Blaisdell (CRD# 4343262) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Herndon, VA and has over 20 years of experience in the finance industry.
Gregory Blake (CRD# 5392729) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.