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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...
Andrew Braumann (CRD# 4084073) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 15 years of experience in the finance industry. Andrew Braumann 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.
Lazetta Braxton (CRD# 5381045) is an Investment Advisor Representative working at 2050 Wealth Partners LLC in Lanham, MD and has 1 year of experience in the finance industry. Lazetta Braxton 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.
James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 27 years of experience in the finance industry. James Brennan 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.
James Brennan (CRD# 5261828) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 16 years of experience in the finance industry.
Michael Brennan (CRD# 4989288) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 18 years of experience in the finance industry.
Amir Brenner (CRD# 6783438) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 6 years of experience in the finance industry.
Brett Brenner (CRD# 4623495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 20 years of experience in the finance industry.
Marylou Brewster (CRD# 707808) is an Investment Advisor Representative working at Osaic Fa, Inc. in Vienna, VA and has over 43 years of experience in the finance industry.
Joseph Bridge (CRD# 6415659) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reston, VA and has over 9 years of experience in the finance industry.
Fulton Bridges (CRD# 6302961) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Springfield, VA and has over 10 years of experience in the finance industry.