James Hartman

FAQ About James Hartman

• What is James Hartman's address?

  James Hartman is located at
  Baltimore, Maryland, United States

• What is James Hartman's job title?

  James Hartman is a
  James Hartman, CPWA®, CRPC®, Senior Vice President -Private Wealth Advisor Jim started his career in the financial services industry in the Audit and Business Advisory Division of Arthur Andersen & Co. in 1990. In 1993 Jim earned his Certified Public Accountant designation* and in the same year joined Legg Mason's Private Client Group. Jim joined Merrill Lynch in 2007 and in 2011, attained the designation of Certified Private Wealth Advisor® (CPWA®), an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies in Wealth Management; Trust, Estate, and Philanthropic planning; concentrated stock; and asset protection. In addition to earning the desigation, Jim also is a member of the CPWA® test item writing committee,developing test questions to be used in the certification process. Jim holds his Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. In addition to the above Jim also has the series 7 and 66 FINRA Securities Licenses. *Please note that Jim does not provide legal or tax advice in his role at Merrill Lynch. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. Merrill Private Wealth Management

• What industry does James Hartman currently work in?

  James Hartman currently works in the
  Merrill Private Wealth Management

• What is James Hartman's area of expertise?

  James Hartman specializes in
  James Hartman, CPWA®, CRPC®, Senior Vice President -Private Wealth Advisor Jim started his career in the financial services industry in the Audit and Business Advisory Division of Arthur Andersen & Co. in 1990. In 1993 Jim earned his Certified Public Accountant designation* and in the same year joined Legg Mason's Private Client Group. Jim joined Merrill Lynch in 2007 and in 2011, attained the designation of Certified Private Wealth Advisor® (CPWA®), an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies in Wealth Management; Trust, Estate, and Philanthropic planning; concentrated stock; and asset protection. In addition to earning the desigation, Jim also is a member of the CPWA® test item writing committee,developing test questions to be used in the certification process. Jim holds his Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. In addition to the above Jim also has the series 7 and 66 FINRA Securities Licenses. *Please note that Jim does not provide legal or tax advice in his role at Merrill Lynch. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.

• Which languages does James Hartman speak? 

  James Hartman speaks the following languages:
  No languages available.

• Which industries has James Hartman previously worked in?   

  James Hartman has prior experience in the following industries:
  No prior industries available.

• What is James Hartman’s work experience?  

  James Hartman has the following professional experience:
  Merrill Private Wealth Management .

• How can I find James Hartman on LinkedIn?  

  You can view James Hartman’s
  LinkedIn profile at LinkedIn URL.

• What are James Hartman’s work email addresses?  

  James Hartman’s work email addresses are
  [email protected].

• What company does James Hartman work for?  

  James Hartman works at
  Merrill Private Wealth Management