-
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...
Norman Bloom (CRD# 23933) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 33 years of experience in the finance industry.
Christina Bokor (CRD# 6266853) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 10 years of experience in the finance industry.
Andrew Braumann (CRD# 4084073) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 14 years of experience in the finance industry. Andrew Braumann 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.
Amir Brenner (CRD# 6783438) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 6 years of experience in the finance industry.
Christine Brill (CRD# 5771600) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 13 years of experience in the finance industry.
William Brinkley (CRD# 1832062) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 35 years of experience in the finance industry.
Ximena Brito (CRD# 6047352) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 9 years of experience in the finance industry.
Marc Broderick (CRD# 6168039) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 10 years of experience in the finance industry.
Christopher Brown (CRD# 2302099) is an Investment Advisor Representative working at Brown | Miller Wealth Management, LLC in Mclean, VA and has over 31 years of experience in the finance industry. Christopher Brown 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.
James Bruyette (CRD# 1080600) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 41 years of experience in the finance industry.