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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...
Gene Summerlin (CRD# 6107945) is an Investment Advisor Representative working at Edward Jones in Fairfax, VA and has over 11 years of experience in the finance industry.
Allison Taylor (CRD# 5045062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 18 years of experience in the finance industry.
Douglas Tees (CRD# 6817855) is an Investment Advisor Representative working at Jason Howell Company in Fairfax, VA and has over 6 years of experience in the finance industry. Douglas Tees 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.
Allen Tefft (CRD# 1770657) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfax, VA and has over 36 years of experience in the finance industry.
Anthony Tenorio (CRD# 4751579) is an Investment Advisor Representative working at Edward Jones in Fairfax, VA and has over 20 years of experience in the finance industry.
Dale Tison (CRD# 1010894) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Fairfax, VA and has over 25 years of experience in the finance industry.
Peter Tomasch (CRD# 4974772) is an Investment Advisor Representative working at Choreo, LLC in Fairfax, VA and has 1 year of experience in the finance industry. Peter Tomasch 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.
Michael Torrey (CRD# 3153660) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Fairfax, VA and has over 25 years of experience in the finance industry. Michael Torrey 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.
Wenhai Tu (CRD# 5205192) is an Investment Advisor Representative working at Fortunenavi Capital Inc. in Fairfax, VA and has over 17 years of experience in the finance industry.
April Turch (CRD# 3233895) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 11 years of experience in the finance industry.