-
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...
Ka Man Leung (CRD# 6153917) is an Investment Advisor Representative working at Advice And Planning Services in Fairfax, VA and has over 10 years of experience in the finance industry.
Joel Levesque (CRD# 5879266) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Fairfax, VA and has over 12 years of experience in the finance industry.
Deborah Lewis (CRD# 2448727) is an Investment Advisor Representative working at Eagle Strategies LLC in Fairfax, VA and has over 30 years of experience in the finance industry.
Cristina Lipson (CRD# 5334938) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 15 years of experience in the finance industry.
Jane Luke (CRD# 4932829) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 17 years of experience in the finance industry.
Michael Macey (CRD# 3095714) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Fairfax, VA and has over 25 years of experience in the finance industry. Michael Macey 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.
Alison Majors (CRD# 6727846) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has 1 year of experience in the finance industry. Alison Majors 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.
Valerie Malley (CRD# 6938306) is an Investment Advisor Representative working at First Command Advisory Services in Fairfax, VA and has over 5 years of experience in the finance industry. Valerie Malley 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.
Pauline Malmgren (CRD# 1755377) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairfax, VA and has over 35 years of experience in the finance industry.
Bard Malovany (CRD# 2694395) is an Investment Advisor Representative working at Aspect Partners, LLC in Fairfax, VA and has over 28 years of experience in the finance industry. Bard Malovany 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.