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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...
Joshua Moskowitz (CRD# 6759405) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Centreville, VA and has over 6 years of experience in the finance industry.
Morgan Pearsall (CRD# 5867763) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Centreville, VA and has over 13 years of experience in the finance industry.
Shawn Reardon (CRD# 6624915) is an Investment Advisor Representative working at Hendershot Investments, Inc. in Centreville, VA and has over 6 years of experience in the finance industry.
David Straightiff (CRD# 5378092) is an Investment Advisor Representative working at Edward Jones in Centreville, VA and has over 16 years of experience in the finance industry.
Bronson Farr (CRD# 7694181) is an Investment Advisor Representative working at Edward Jones in Centreville, VA and has 1 year of experience in the finance industry.
Dana Garrigan (CRD# 6345287) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Centreville, VA and has over 9 years of experience in the finance industry.
Jocelyn Kim (CRD# 6274687) is an Investment Advisor Representative working at Mml Investors Services, LLC in Centreville, VA and has over 8 years of experience in the finance industry.
Christopher Landry (CRD# 7251829) is an Investment Advisor Representative working at Pacific Landfall in Centreville, VA and has over 4 years of experience in the finance industry.
Victoria Neeley (CRD# 7266520) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Centreville, VA and has over 3 years of experience in the finance industry.
Robert Reardon (CRD# 7549474) is an Investment Advisor Representative working at Hendershot Investments, Inc. in Centreville, VA and has over 2 years of experience in the finance industry.