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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...
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.
Jo-anna Wilson (CRD# 4204823) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 23 years of experience in the finance industry. Jo-anna Wilson 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.
Shawn Wilson (CRD# 4891516) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 19 years of experience in the finance industry.
George Windecker (CRD# 7064532) is an Investment Advisor Representative working at Windecker Financial Planning LLC in Fairfax, VA and has over 5 years of experience in the finance industry.
Thomas Wood (CRD# 1584081) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 33 years of experience in the finance industry. Thomas Wood 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.
Eugene Wozny (CRD# 2403336) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Reston, VA and has over 30 years of experience in the finance industry.
Daniel Yoo (CRD# 5694949) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fairfax, VA and has over 10 years of experience in the finance industry. Daniel Yoo 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.
David Young (CRD# 2423111) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Fairfax, VA and has over 30 years of experience in the finance industry.
Carol Zirkle (CRD# 6573703) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 5 years of experience in the finance industry.