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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...
Isabel Barrow (CRD# 4479208) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 22 years of experience in the finance industry.
Evan Beach (CRD# 5670540) is an Investment Advisor Representative working at Mariner Independent in Alexandria, VA and has over 14 years of experience in the finance industry. Evan Beach 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.
John Bernards (CRD# 4485709) is an Investment Advisor Representative working at Commonwealth Financial Network in Alexandria, VA and has over 22 years of experience in the finance industry. John Bernards 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.
Aditya Bhatnagar (CRD# 5628308) is an Investment Advisor Representative working at Westbourne Investments, Inc. in Alexandria, VA and has over 14 years of experience in the finance industry.
Louis Boero (CRD# 5438771) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Alexandria, VA and has over 16 years of experience in the finance industry.
Joseph Bonaccorsy (CRD# 4128386) is an Investment Advisor Representative working at Core Fiduciary Advisors in Alexandria, VA and has over 24 years of experience in the finance industry. Joseph Bonaccorsy 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.
Steven Brandt (CRD# 2323730) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 31 years of experience in the finance industry.
Megan Brinsfield (CRD# 5987756) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 2 years of experience in the finance industry. Megan Brinsfield 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 Brower (CRD# 4050317) is an Investment Advisor Representative working at Private Advisor Group, LLC in Alexandria, VA and has over 24 years of experience in the finance industry. David Brower 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.