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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...
Leticia Stallworth (CRD# 4029371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 24 years of experience in the finance industry.
Joshua Stark (CRD# 4443816) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 21 years of experience in the finance industry.
Michael Stevens (CRD# 4043143) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 24 years of experience in the finance industry.
Farah Stewart (CRD# 5596710) is an Investment Advisor Representative working at Edward Jones in Fairfax, VA and has over 15 years of experience in the finance industry.
Nolan Stokes (CRD# 4570950) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fairfax, VA and has over 21 years of experience in the finance industry.
Michael Stone (CRD# 1109733) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Fairfax, VA and has over 16 years of experience in the finance industry.
Colleen Stutz (CRD# 4353832) is an Investment Advisor Representative working at Eagle Strategies LLC in Fairfax, VA and has over 23 years of experience in the finance industry.
Richard Suh (CRD# 5871105) is an Investment Advisor Representative working at Eagle Strategies LLC in Fairfax, VA and has over 12 years of experience in the finance industry.
Elizabeth Sullivan (CRD# 1896551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfax, VA and has over 35 years of experience in the finance industry. Elizabeth Sullivan 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.