-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Jason Alexander (CRD# 2254280) is an Investment Advisor Representative working at Lpl Financial LLC in Vienna, VA and has over 31 years of experience in the finance industry.
Amr Alian (CRD# 4681273) is an Investment Advisor Representative working at Investology Inc. in Reston, VA and has over 20 years of experience in the finance industry.
Michel Allen (CRD# 6448342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 6 years of experience in the finance industry.
Robert Allen (CRD# 4651395) is an Investment Advisor Representative working at Allen Investment Management in Leesburg, VA and has over 20 years of experience in the finance industry.
Vanessa Alonzo (CRD# 4909198) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mclean, VA and has over 14 years of experience in the finance industry.
Naj Altaf (CRD# 2894315) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vienna, VA and has over 26 years of experience in the finance industry.
Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 5 years of experience in the finance industry. Timothy Alvarado 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.
Miguel Alvarez (CRD# 5854995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 10 years of experience in the finance industry.
George Alwin (CRD# 4400398) is an Investment Advisor Representative working at Edward Jones in Shepherdstown, WV and has over 22 years of experience in the finance industry.
Peter Ambrose (CRD# 1624518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 37 years of experience in the finance industry.