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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...
Robert Alexander (CRD# 5643538) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 15 years of experience in the finance industry.
Robert Cox (CRD# 2714033) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chantilly, VA and has over 28 years of experience in the finance industry.
Stephen Dix (CRD# 1700129) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 33 years of experience in the finance industry.
Jason Dunn (CRD# 2711490) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chantilly, VA and has over 28 years of experience in the finance industry.
Amy Furgason (CRD# 4468086) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chantilly, VA and has over 22 years of experience in the finance industry.
Cheryl Greer (CRD# 2723964) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 27 years of experience in the finance industry.
Hal Greer (CRD# 2075084) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 33 years of experience in the finance industry.
Robert Harscheid (CRD# 6062974) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chantilly, VA and has over 11 years of experience in the finance industry.
Josiah Hunter (CRD# 5705609) is an Investment Advisor Representative working at Lindsey Financial Solutions, LLC in Chantilly, VA and has over 7 years of experience in the finance industry.