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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...
Jonathan Phan (CRD# 1668488) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fairfax, VA and has over 33 years of experience in the finance industry.
Matthew Poliner (CRD# 6762564) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 6 years of experience in the finance industry.
Lily Poy (CRD# 4770662) is an Investment Advisor Representative working at Iconic Wealth Management in Fairfax, VA and has over 19 years of experience in the finance industry. Lily Poy 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.
Douglas Rabil (CRD# 1198656) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 39 years of experience in the finance industry. Douglas Rabil 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.
Krystyn Rash (CRD# 7059573) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Fairfax, VA and has over 5 years of experience in the finance industry. Krystyn Rash 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.
Traci Roberts (CRD# 2412434) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 30 years of experience in the finance industry.
Reynold Roy (CRD# 1610763) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 32 years of experience in the finance industry. Reynold Roy 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.
Adit Ryan (CRD# 6244062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 7 years of experience in the finance industry.
Derek Sauerwine (CRD# 6269151) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Fairfax, VA and has over 10 years of experience in the finance industry.
Erik Scudder (CRD# 5150283) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 17 years of experience in the finance industry.