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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...
Joshua Berry (CRD# 5458461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 15 years of experience in the finance industry.
Zoumana Berte (CRD# 5670143) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 10 years of experience in the finance industry.
Stephen Berube (CRD# 1897357) is an Investment Advisor Representative working at Echo Creek Capital, LLC in Rockville, MD and has over 35 years of experience in the finance industry.
Mary Ann Best (CRD# 4389355) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 22 years of experience in the finance industry.
Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Chris Bettencourt 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.
Aditya Bhatnagar (CRD# 5628308) is an Investment Advisor Representative working at Westbourne Investments, Inc. in Alexandria, VA and has over 15 years of experience in the finance industry.
Samir Bhatt (CRD# 2961708) is an Investment Advisor Representative working at Shb Advisors in Washington, DC and has over 26 years of experience in the finance industry.
Michael Bianca (CRD# 5891435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 13 years of experience in the finance industry.
Robert Bianca (CRD# 1471904) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 38 years of experience in the finance industry.
Francisco Bido (CRD# 4771263) is an Investment Advisor Representative working at F/m Investments LLC in Washington, DC and has over 8 years of experience in the finance industry.