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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...
William Blake (CRD# 1660418) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 36 years of experience in the finance industry.
William Bleau (CRD# 4621163) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 18 years of experience in the finance industry.
Philip Blevins (CRD# 1109393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 41 years of experience in the finance industry.
Brenda Blisk (CRD# 1470911) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 38 years of experience in the finance industry. Brenda Blisk 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.
David Blisk (CRD# 2155652) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 32 years of experience in the finance industry.
Norman Bloom (CRD# 23933) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry.
Terrance Blount (CRD# 1062170) is an Investment Advisor Representative working at Equitable Advisors, LLC in Dumfries, VA and has over 34 years of experience in the finance industry.
Brian Bloxom (CRD# 2570580) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodbridge, VA and has over 29 years of experience in the finance industry.
Brian Bobby (CRD# 6910644) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 5 years of experience in the finance industry.
John Bocek (CRD# 5477565) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 16 years of experience in the finance industry.