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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...
Eric Bland (CRD# 6692186) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has 1 year of experience in the finance industry.
Matthew Bleach (CRD# 4287088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 23 years of experience in the finance industry.
Kimberly Bleck (CRD# 5727806) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry. Kimberly Bleck 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Rebecca Blevins (CRD# 6191164) is an Investment Advisor Representative working at Concord Wealth Partners in Rockville, MD and has over 11 years of experience in the finance industry. Rebecca Blevins 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.
Brenda Blisk (CRD# 1470911) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 38 years of experience in the finance industry. Brenda Blisk 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.
David Blisk (CRD# 2155652) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 32 years of experience in the finance industry.
Norman Bloom (CRD# 23933) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry.
Larry Bloomer (CRD# 1067451) is an Investment Advisor Representative working at Lpl Financial LLC in Baltimore, MD and has over 27 years of experience in the finance industry.
Stefen Blount (CRD# 6587651) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bel Air, MD and has over 2 years of experience in the finance industry.