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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...
Robert Copeland (CRD# 4694898) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 10 years of experience in the finance industry. Robert Copeland 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.
Douglas Corey (CRD# 5433674) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fairfax, VA and has over 15 years of experience in the finance industry.
W Corso (CRD# 2791094) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fairfax, VA and has over 27 years of experience in the finance industry. W Corso 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.
Kathleen Cote (CRD# 2647975) is an Investment Advisor Representative working at Red Clover Financial Planning, LLC in Fairfax, VA and has over 23 years of experience in the finance industry. Kathleen Cote 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.
Kelvin Creyts (CRD# 1097495) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 40 years of experience in the finance industry.
Andrew Crowe (CRD# 6755170) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 6 years of experience in the finance industry.
Drew Culver (CRD# 6246949) is an Investment Advisor Representative working at Commonwealth Financial Network in Fairfax, VA and has over 9 years of experience in the finance industry.
Timothy Danehower (CRD# 1322847) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fairfax, VA and has over 38 years of experience in the finance industry.
John Davis (CRD# 2611574) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fairfax, VA and has over 26 years of experience in the finance industry.
Mary Davis (CRD# 1047957) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fairfax, VA and has over 38 years of experience in the finance industry. Mary Davis 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.