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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...
Charles Nardiello (CRD# 4776460) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 19 years of experience in the finance industry.
Andrew Nemets (CRD# 4921080) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 18 years of experience in the finance industry.
Rodney Nielsen (CRD# 6136661) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 10 years of experience in the finance industry.
Sean O'connell (CRD# 4460331) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has 1 year of experience in the finance industry.
Cesar Ortega (CRD# 6600159) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 5 years of experience in the finance industry.
Stacey Osborne (CRD# 2107782) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 29 years of experience in the finance industry.
Kevin Ostergaard (CRD# 6375261) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 9 years of experience in the finance industry. Kevin Ostergaard 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.
Steven Page (CRD# 5766199) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Fairfax, VA and has over 12 years of experience in the finance industry.
Karen Paley (CRD# 6380618) is an Investment Advisor Representative working at Cuso Financial Services in Fairfax, VA and has over 9 years of experience in the finance industry.
Nathaniel Parks (CRD# 6030522) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 10 years of experience in the finance industry. Nathaniel Parks 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.