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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...
John Abreu (CRD# 5766216) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chicago, IL and has over 12 years of experience in the finance industry.
Amina Adams (CRD# 3154271) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 7 years of experience in the finance industry.
Darion Adams (CRD# 5919068) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 11 years of experience in the finance industry.
James Adams (CRD# 4330473) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 8 years of experience in the finance industry.
Lisa Adamson (CRD# 1801853) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Sandy, UT and has over 24 years of experience in the finance industry.
Bryan Adkins (CRD# 6261256) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.
Anthony Albano (CRD# 5272532) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Arlington, VA and has over 15 years of experience in the finance industry.
Raymond Albano (CRD# 4941214) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 17 years of experience in the finance industry.
Joseph Alerhand (CRD# 2734481) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 26 years of experience in the finance industry.