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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...
Charles Bender (CRD# 5835396) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Charles Bender 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.
Thomas Benisch (CRD# 2986406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Baltimore, MD and has over 5 years of experience in the finance industry.
John Benjamin (CRD# 6312040) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 10 years of experience in the finance industry.
Vicki Benjamin (CRD# 1261418) is an Investment Advisor Representative working at Karner Blue Capital, LLC in Bethesda, MD and has over 40 years of experience in the finance industry.
Jane Benjes (CRD# 6801400) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 6 years of experience in the finance industry.
Kristen Benner (CRD# 3055723) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 22 years of experience in the finance industry.
Glen Bennett (CRD# 2320846) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, VA and has over 30 years of experience in the finance industry.
Christopher Benson (CRD# 6199681) is an Investment Advisor Representative working at L. K. Benson & Company, P.c. in Towson, MD and has 1 year of experience in the finance industry.
Lyle Benson (CRD# 4363773) is an Investment Advisor Representative working at L. K. Benson & Company, P.c. in Baltimore, MD and has 1 year of experience in the finance industry. Lyle Benson 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.
Shampa Bera (CRD# 2668925) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rockville, MD and has over 28 years of experience in the finance industry.