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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...
David Feldman (CRD# 1854951) is an Investment Advisor Representative working at Boulder View Capital in Ashburn, VA and has over 31 years of experience in the finance industry.
Kyle Gibson (CRD# 7755395) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has 1 year of experience in the finance industry.
Alexander Guidry (CRD# 7813107) is an Investment Advisor Representative working at Lpl Financial LLC in Ashburn, VA and has 1 year of experience in the finance industry.
Cody James (CRD# 7524034) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry. Cody James 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.
Todd Jorgenson (CRD# 6977273) is an Investment Advisor Representative working at United Brokerage Services Inc. in Ashburn, VA and has 1 year of experience in the finance industry.
Samuel Kerr (CRD# 7617841) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has 1 year of experience in the finance industry.
Matthew Lang (CRD# 7406429) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ashburn, VA and has over 2 years of experience in the finance industry.
David Leone (CRD# 5737854) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has over 9 years of experience in the finance industry. David Leone 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.
Kaitlyn Powell (CRD# 7610157) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has 1 year of experience in the finance industry.
Brandon Price (CRD# 7524990) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has 1 year of experience in the finance industry.