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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...
Colin Clark (CRD# 2849937) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 18 years of experience in the finance industry.
Thomas Clark (CRD# 6202955) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 10 years of experience in the finance industry.
Thomas Clark (CRD# 2816310) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 27 years of experience in the finance industry.
Derek Coburn (CRD# 3090520) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 23 years of experience in the finance industry.
Matt Cohen (CRD# 4796481) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 18 years of experience in the finance industry. Matt Cohen 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.
Darren Colananni (CRD# 5744258) is an Investment Advisor Representative working at Centurion Wealth Management in Mclean, VA and has over 12 years of experience in the finance industry. Darren Colananni 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.
Joseph Colell (CRD# 50660) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 28 years of experience in the finance industry.
Julian Collier (CRD# 6127989) 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.
Nell Cordick (CRD# 4805063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 19 years of experience in the finance industry. Nell Cordick 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.
William Cunningham (CRD# 5141752) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 16 years of experience in the finance industry. William Cunningham 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.