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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...
Zaina Bankwalla (CRD# 5214730) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fairfax, VA and has over 9 years of experience in the finance industry.
Craig Bennett (CRD# 6254902) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 9 years of experience in the finance industry.
David Brandolph (CRD# 2157676) is an Investment Advisor Representative working at David B. Brandolph, J.d., Cfp in Fairfax, VA and has over 31 years of experience in the finance industry. David Brandolph 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.
Andrew Braumann (CRD# 4084073) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 14 years of experience in the finance industry. Andrew Braumann 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.
Scott Broaddus (CRD# 4936993) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfax, VA and has over 18 years of experience in the finance industry. Scott Broaddus 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.
John Brosnahan (CRD# 1991054) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 21 years of experience in the finance industry.
Douglas Bryant (CRD# 1217178) 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.
Thomas Burdette (CRD# 4487273) is an Investment Advisor Representative working at Accordant Advisory Group, Inc. in Fairfax, VA and has over 23 years of experience in the finance industry.
Mark Burkhardt (CRD# 2027111) is an Investment Advisor Representative working at Stonebrook Investment, LLC in Fairfax, VA and has over 33 years of experience in the finance industry.
Jeffrey Callan (CRD# 2148128) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairfax, VA and has over 24 years of experience in the finance industry. Jeffrey Callan 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.