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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...
Joe Emerusabe (CRD# 6848802) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 6 years of experience in the finance industry.
Heather Errigo (CRD# 2737382) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Washington, DC and has over 28 years of experience in the finance industry. Heather Errigo 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.
Mark Evanko (CRD# 6670058) is an Investment Advisor Representative working at Edward Jones in Washington, DC and has over 7 years of experience in the finance industry.
Ronald Everett (CRD# 6340779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 5 years of experience in the finance industry.
Jennifer Farina (CRD# 2340024) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 24 years of experience in the finance industry.
Carn Farrell (CRD# 4793356) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
James Farrell (CRD# 5394522) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 15 years of experience in the finance industry.
Laura Faul (CRD# 1591660) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 35 years of experience in the finance industry.
Kevin Fearnow (CRD# 2973528) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Washington, DC and has over 26 years of experience in the finance industry.
Michael Feeley (CRD# 6382758) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 9 years of experience in the finance industry.