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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...
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.
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.
Jeffery Blake (CRD# 2890861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manassas, VA and has over 26 years of experience in the finance industry.
William Blake (CRD# 1660418) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 36 years of experience in the finance industry.
Theodore Blanchard (CRD# 4807208) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 19 years of experience in the finance industry.
William Bleau (CRD# 4621163) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 18 years of experience in the finance industry.
Kimberly Bleck (CRD# 5727806) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry. Kimberly Bleck 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Nicholas Blencowe (CRD# 6742019) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 7 years of experience in the finance industry.