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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...
Charles Gupton (CRD# 6742532) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 6 years of experience in the finance industry.
Richard Gurz (CRD# 3021130) is an Investment Advisor Representative working at Commonwealth Financial Network in Mclean, VA and has over 26 years of experience in the finance industry. Richard Gurz 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.
Gray Guy (CRD# 4885809) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 18 years of experience in the finance industry.
Jeffrey Hamblen (CRD# 1101452) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 39 years of experience in the finance industry. Jeffrey Hamblen 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.
Darby Hamilton (CRD# 6587519) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 5 years of experience in the finance industry.
Laura Hannon (CRD# 1335680) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 19 years of experience in the finance industry.
Charles Harper (CRD# 825122) is an Investment Advisor Representative working at Wells Fargo Advisors in Mclean, VA and has over 44 years of experience in the finance industry.
Justin Harris (CRD# 3174765) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 23 years of experience in the finance industry. Justin Harris 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.
Nicholas Harris (CRD# 5323979) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 16 years of experience in the finance industry. Nicholas Harris 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.