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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...
Leda Bonilla (CRD# 4340131) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vienna, VA and has over 23 years of experience in the finance industry.
Tara Bonilla (CRD# 6215903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 9 years of experience in the finance industry.
Andrew Bonk (CRD# 6868573) is an Investment Advisor Representative working at Edward Jones in Reston, VA and has over 6 years of experience in the finance industry.
Michael Bono (CRD# 4475031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 22 years of experience in the finance industry.
Grant Boone (CRD# 6815239) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 5 years of experience in the finance industry.
Joseph Boone (CRD# 4553625) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 21 years of experience in the finance industry.
W Booth (CRD# 1216982) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 40 years of experience in the finance industry.
Marshall Boroshok (CRD# 6615056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 8 years of experience in the finance industry.
Elizabeth Boswell (CRD# 2647202) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 28 years of experience in the finance industry.
Keith Bouchard (CRD# 1467924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 32 years of experience in the finance industry.