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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...
Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 5 years of experience in the finance industry. Timothy Alvarado 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.
Miguel Alvarez (CRD# 5854995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 10 years of experience in the finance industry.
Peter Ambrose (CRD# 1624518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 37 years of experience in the finance industry.
Jennifer An (CRD# 4706612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Kristan Anderson (CRD# 1981493) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 24 years of experience in the finance industry. Kristan Anderson 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.
Matthew Anderson (CRD# 3131323) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Reston, VA and has over 25 years of experience in the finance industry.
Ana Andonie (CRD# 6821830) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 6 years of experience in the finance industry.
Khalil Andraos (CRD# 4999485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 17 years of experience in the finance industry.
Kristen Andrejev (CRD# 1258260) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 40 years of experience in the finance industry. Kristen Andrejev 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.
Donald Andrus (CRD# 4919980) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Germantown, MD and has over 11 years of experience in the finance industry.