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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...
Lindsey Vardi (CRD# 5733866) is an Investment Advisor Representative working at Aspect Partners, LLC in Fairfax, VA and has over 13 years of experience in the finance industry.
Lindsay Veleber (CRD# 5799093) is an Investment Advisor Representative working at Edward Jones in Fairfax, VA and has over 13 years of experience in the finance industry.
Charles Verruggio (CRD# 4203594) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 18 years of experience in the finance industry.
Carlos Viera (CRD# 3007893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 26 years of experience in the finance industry.
Donald Walters (CRD# 4359791) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 23 years of experience in the finance industry.
Darren White (CRD# 4297666) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 23 years of experience in the finance industry.
Bradley Wilks (CRD# 5856403) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has over 9 years of experience in the finance industry.
Chad Williams (CRD# 6219290) is an Investment Advisor Representative working at Edward Jones in Fairfax, VA and has over 10 years of experience in the finance industry.
Edward Williams (CRD# 3008391) is an Investment Advisor Representative working at Independent Financial Partners in Fairfax, VA and has over 26 years of experience in the finance industry.
Gina Wilson (CRD# 1204480) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 40 years of experience in the finance industry.