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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...
Julia Ebron (CRD# 2602412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 28 years of experience in the finance industry.
Rachel Eisenhart (CRD# 6450697) is an Investment Advisor Representative working at Edward Jones in Alexandria, VA and has over 9 years of experience in the finance industry.
Kevin Englert (CRD# 5914968) is an Investment Advisor Representative working at Avantax Advisory Services in Alexandria, VA and has over 12 years of experience in the finance industry.
John. Exner (CRD# 4706319) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Alexandria, VA and has over 20 years of experience in the finance industry.
Charalambos Ferssizidis (CRD# 4834072) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alexandria, VA and has over 19 years of experience in the finance industry.
Mary Fife (CRD# 1375151) is an Investment Advisor Representative working at Commonwealth Financial Network in Alexandria, VA and has over 16 years of experience in the finance industry.
Glenn Fischer (CRD# 1852876) is an Investment Advisor Representative working at Fischer Wealth Advisors, LLC in Alexandria, VA and has over 21 years of experience in the finance industry.
John Fleming (CRD# 4230404) is an Investment Advisor Representative working at Avantax Advisory Services in Alexandria, VA and has over 23 years of experience in the finance industry.
Garrett Ford (CRD# 4415739) is an Investment Advisor Representative working at Principal Securities, Inc. in Alexandria, VA and has over 22 years of experience in the finance industry. Garrett Ford 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.
Tyler Frech (CRD# 1389587) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 29 years of experience in the finance industry. Tyler Frech 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.