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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...
Andrew Hoskins (CRD# 6955324) is an Investment Advisor Representative working at Interactive Financial Advisors in Fairfax, VA and has over 5 years of experience in the finance industry.
Bradley Howe (CRD# 5857336) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 13 years of experience in the finance industry.
Jason Howell (CRD# 6148512) is an Investment Advisor Representative working at Jason Howell Company in Fairfax, VA and has over 10 years of experience in the finance industry. Jason Howell 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.
Yan-zhi Huang (CRD# 5207952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfax, VA and has over 10 years of experience in the finance industry.
Victor Imoh (CRD# 6926330) is an Investment Advisor Representative working at Edward Jones in Fairfax, VA and has over 5 years of experience in the finance industry.
Marwan Jabbour (CRD# 3273401) is an Investment Advisor Representative working at Usa Retirement Income Solutions, LLC in Fairfax, VA and has over 24 years of experience in the finance industry.
Jessica Jarosik (CRD# 6120722) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Fairfax, VA and has over 10 years of experience in the finance industry. Jessica Jarosik 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.
Bradford Johnson (CRD# 5722819) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 11 years of experience in the finance industry.
Blake Jordan (CRD# 4390380) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fairfax, VA and has over 22 years of experience in the finance industry.
Paul Jordan (CRD# 2377028) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 30 years of experience in the finance industry. Paul Jordan 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.