-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Jonathan Greenwich (CRD# 6950575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Arlington, VA and has over 5 years of experience in the finance industry.
Gregory Haase (CRD# 5138088) is an Investment Advisor Representative working at Gregory S. Haase LLC in Arlington, VA and has over 18 years of experience in the finance industry.
Thomas Hasny (CRD# 5524816) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington, VA and has over 15 years of experience in the finance industry.
Jermile Hayes (CRD# 5932467) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Arlington, VA and has over 10 years of experience in the finance industry. Jermile Hayes 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.
Brandon Hemmelgarn (CRD# 5678019) is an Investment Advisor Representative working at Shaker Investments in Arlington, VA and has over 7 years of experience in the finance industry.
Michael Hohenstein (CRD# 5775294) is an Investment Advisor Representative working at First Command Advisory Services in Arlington, VA and has over 12 years of experience in the finance industry. Michael Hohenstein 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.
Laurie Hughes (CRD# 4280268) is an Investment Advisor Representative working at The Ayco Company, LP in Arlington, VA and has over 23 years of experience in the finance industry.
Thomas Hunt (CRD# 1777293) is an Investment Advisor Representative working at The Burney Company in Arlington, VA and has over 33 years of experience in the finance industry.
Todd Ihrig (CRD# 3246208) is an Investment Advisor Representative working at Avantax Advisory Services in Arlington, VA and has over 24 years of experience in the finance industry.
Diron Insley (CRD# 5698471) is an Investment Advisor Representative working at White Oak Wealth LLC in Arlington, VA and has over 14 years of experience in the finance industry.