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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...
Ashley Bourne (CRD# 6270646) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 8 years of experience in the finance industry.
Dean Bowen (CRD# 5703935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 13 years of experience in the finance industry.
Douglas Bowers (CRD# 2433256) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 30 years of experience in the finance industry. Douglas Bowers 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.
Alexander Bowman (CRD# 1810881) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 35 years of experience in the finance industry.
Darric Boyd (CRD# 2259436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 28 years of experience in the finance industry.
Jason Boyd (CRD# 2765382) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 27 years of experience in the finance industry.
Jesse Boyd (CRD# 2416557) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 30 years of experience in the finance industry.
Nicholas Boyd (CRD# 6915652) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 5 years of experience in the finance industry.
Christopher Boyle (CRD# 1323538) is an Investment Advisor Representative working at Morgan Stanley in Annapolis, MD and has over 39 years of experience in the finance industry.
Aaron Brachman (CRD# 4578328) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 21 years of experience in the finance industry. Aaron Brachman 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.