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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...
Grant Buster (CRD# 2085510) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 30 years of experience in the finance industry.
Grisell Caberopalsson (CRD# 2551501) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mclean, VA and has over 27 years of experience in the finance industry.
Brian Callery (CRD# 4725923) is an Investment Advisor Representative working at Edward Jones in Mclean, VA and has over 19 years of experience in the finance industry.
Tanya Carson (CRD# 5980091) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 7 years of experience in the finance industry.
Stephan Cassaday (CRD# 849097) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 37 years of experience in the finance industry. Stephan Cassaday 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.
Matthew Chalfant (CRD# 2979503) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 25 years of experience in the finance industry.
Jeffery Chang (CRD# 5034993) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 12 years of experience in the finance industry.
Arthur Chase (CRD# 1067029) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 41 years of experience in the finance industry.
Salma Chaudry (CRD# 6405010) is an Investment Advisor Representative working at Florin Group, LLC in Mclean, VA and has over 8 years of experience in the finance industry.
Robin Christman (CRD# 4916689) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 16 years of experience in the finance industry.