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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...
Jeffrey Bunch (CRD# 2782733) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 27 years of experience in the finance industry.
Louise Burke (CRD# 5160276) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 8 years of experience in the finance industry.
Richard Burling (CRD# 2045123) is an Investment Advisor Representative working at F/m Investments LLC in Washington, DC and has over 34 years of experience in the finance industry.
Kelly Cappello (CRD# 1639771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 19 years of experience in the finance industry.
Matthew Carney (CRD# 6645886) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 6 years of experience in the finance industry.
Ryan Carpenter (CRD# 3216018) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 16 years of experience in the finance industry.
Michael Carrig (CRD# 6221193) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 9 years of experience in the finance industry.
Isaiah Carter (CRD# 5554686) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 15 years of experience in the finance industry.
Murray Carter (CRD# 1911097) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 35 years of experience in the finance industry. Murray Carter 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.
Christopher Casey (CRD# 6683254) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 6 years of experience in the finance industry. Christopher Casey 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.