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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...
Sukja Kim (CRD# 2155933) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 32 years of experience in the finance industry. Sukja Kim 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.
Thomas Kim (CRD# 2311662) is an Investment Advisor Representative working at Harbour Capital Advisors, LLC in Fairfax, VA and has over 31 years of experience in the finance industry.
Aaron Kirkland (CRD# 5799043) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 7 years of experience in the finance industry.
J Knight (CRD# 3049539) is an Investment Advisor Representative working at Winston Paul Capital Management, Inc. in Fairfax, VA and has over 25 years of experience in the finance industry. J Knight 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.
Jan Kowal (CRD# 1619631) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Fairfax, VA and has over 36 years of experience in the finance industry. Jan Kowal 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.
Jason Kowal (CRD# 6257326) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Fairfax, VA and has over 8 years of experience in the finance industry.
Todd Krebs (CRD# 1893812) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfax, VA and has over 28 years of experience in the finance industry.
Michael Krowe (CRD# 4974719) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 17 years of experience in the finance industry. Michael Krowe 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.
Robin Laird (CRD# 3252818) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 24 years of experience in the finance industry.
Marianne Larock-Mcguckin (CRD# 4149924) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 23 years of experience in the finance industry.