-
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...
Fidel Carreon (CRD# 4227258) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 23 years of experience in the finance industry.
Patrick Carroll (CRD# 1073745) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 30 years of experience in the finance industry. Patrick Carroll 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.
Mark Cecil (CRD# 1637259) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Rockville, MD and has over 36 years of experience in the finance industry.
Paul Cella (CRD# 2165318) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 31 years of experience in the finance industry.
Wenjinn Chang (CRD# 4536266) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rockville, MD and has over 21 years of experience in the finance industry. Wenjinn Chang 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.
Sharon Chapman (CRD# 2799823) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 27 years of experience in the finance industry.
Joshua Charles (CRD# 2673246) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 28 years of experience in the finance industry. Joshua Charles 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.
William Chatfield (CRD# 1411174) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 28 years of experience in the finance industry. William Chatfield 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.
Birindar Chawla (CRD# 1193919) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 40 years of experience in the finance industry. Birindar Chawla 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.
Mei-mei Chow (CRD# 4931563) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 17 years of experience in the finance industry.