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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...
Chen Xi Chung (CRD# 6068037) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Rockville, MD and has over 11 years of experience in the finance industry.
Walter Clark (CRD# 2084857) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 27 years of experience in the finance industry.
Kimberly Cochrane (CRD# 1970396) is an Investment Advisor Representative working at Global Retirement Partners LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Daniel Cohen (CRD# 6438308) is an Investment Advisor Representative working at Impact Capital, LLC in Rockville, MD and has over 9 years of experience in the finance industry.
Daniel Cohen (CRD# 3168793) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Jason Cohen (CRD# 4231783) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 23 years of experience in the finance industry. Jason Cohen 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.
Jonathan Cohen (CRD# 5670791) is an Investment Advisor Representative working at Avantax Advisory Services in Rockville, MD and has over 14 years of experience in the finance industry.
Kristina Connell (CRD# 5402280) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 16 years of experience in the finance industry. Kristina Connell 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.
Michael Conway (CRD# 3108375) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Robert Costello (CRD# 1349716) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 38 years of experience in the finance industry.