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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...
Patrick Bischoff (CRD# 3068821) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 21 years of experience in the finance industry.
Alan Bisenieks (CRD# 6500056) is an Investment Advisor Representative working at First Command Advisory Services in Arlington, VA and has over 8 years of experience in the finance industry.
Brian Bishop (CRD# 6232479) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Dumfries, VA and has over 10 years of experience in the finance industry.
Jennifer Bishop (CRD# 5853566) is an Investment Advisor Representative working at First Command Advisory Services in Woodbridge, VA and has over 10 years of experience in the finance industry.
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.
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.
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.