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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...
Benjamin Hazekamp (CRD# 6859077) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 5 years of experience in the finance industry.
Ralph Hendry (CRD# 2422745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Alexandria, VA and has over 30 years of experience in the finance industry. Ralph Hendry 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 Herman (CRD# 2762128) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 25 years of experience in the finance industry.
Lakeisha Hill (CRD# 4800544) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 19 years of experience in the finance industry. Lakeisha Hill 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.
Marilyn Hoosen (CRD# 4639441) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 19 years of experience in the finance industry.
Timothy Hucko (CRD# 5762822) is an Investment Advisor Representative working at Pnc Investments in Alexandria, VA and has over 14 years of experience in the finance industry.
Jennifer Hutton (CRD# 4227648) is an Investment Advisor Representative working at 4j Wealth Management, LLC in Alexandria, VA and has over 22 years of experience in the finance industry.
Daniel Jabbour (CRD# 6293037) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alexandria, VA and has over 3 years of experience in the finance industry.
Adam Jefferis (CRD# 4937989) is an Investment Advisor Representative working at Retirement Planology, Inc. in Alexandria, VA and has over 18 years of experience in the finance industry.
Freeman Jelks (CRD# 1860719) is an Investment Advisor Representative working at Fnj 3, LLC in Alexandria, VA and has over 23 years of experience in the finance industry. Freeman Jelks 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.