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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...
Jonathan Jagolinzer (CRD# 4962959) is an Investment Advisor Representative working at Commonwealth Financial Network in Mclean, VA and has over 18 years of experience in the finance industry. Jonathan Jagolinzer 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.
Mark Jensen (CRD# 4257929) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 13 years of experience in the finance industry.
Mark Johannessen (CRD# 1780413) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 36 years of experience in the finance industry. Mark Johannessen 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.
Hunter Johnson (CRD# 6809820) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 5 years of experience in the finance industry.
Christopher Johnston (CRD# 3083498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 24 years of experience in the finance industry.
Brock Jolly (CRD# 4360455) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 22 years of experience in the finance industry.
Timothy Judson (CRD# 709195) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mclean, VA and has over 43 years of experience in the finance industry.
Abigail Just (CRD# 5191369) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 17 years of experience in the finance industry.
Alex Karkeek (CRD# 5935944) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 11 years of experience in the finance industry. Alex Karkeek 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.
Thomas Kenyon (CRD# 5478732) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mclean, VA and has over 15 years of experience in the finance industry.