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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...
Tucker Braddock (CRD# 2974768) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 25 years of experience in the finance industry.
Julie Bradsher (CRD# 5230771) is an Investment Advisor Representative working at Avantax Advisory Services in Falls Church, VA and has over 17 years of experience in the finance industry. Julie Bradsher 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.
George Bragaw (CRD# 1482189) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 38 years of experience in the finance industry.
Alif Brahim (CRD# 5608804) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 15 years of experience in the finance industry.
Andrew Brancaccio (CRD# 5825664) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 13 years of experience in the finance industry.
Lisa Brandau (CRD# 5610319) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 11 years of experience in the finance industry. Lisa Brandau 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 Brandolph (CRD# 2157676) is an Investment Advisor Representative working at David B. Brandolph, J.d., Cfp in Fairfax, VA and has over 32 years of experience in the finance industry. David Brandolph 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.
Denise Brandon (CRD# 1871614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 34 years of experience in the finance industry.
Rodney Brandon (CRD# 1738231) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 36 years of experience in the finance industry.
Steven Brandt (CRD# 2323730) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 31 years of experience in the finance industry.