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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...
Abraham Jones (CRD# 2050997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 32 years of experience in the finance industry.
Richard Jones Ii (CRD# 6979588) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Alexandria, VA and has over 5 years of experience in the finance industry.
Jesse Kahn (CRD# 6862039) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 5 years of experience in the finance industry.
Mark Katz (CRD# 2018814) is an Investment Advisor Representative working at Katz Family Financial Advisors, LLC in Alexandria, VA and has over 34 years of experience in the finance industry.
David Kaye (CRD# 4763220) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alexandria, VA and has over 19 years of experience in the finance industry.
Peter Keefe (CRD# 720981) is an Investment Advisor Representative working at Avenir Corporation in Alexandria, VA and has over 43 years of experience in the finance industry.
Michael Kelly (CRD# 843595) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 44 years of experience in the finance industry.
Colette Kolanko (CRD# 5733436) is an Investment Advisor Representative working at Cerity Partners LLC in Alexandria, VA and has 1 year of experience in the finance industry. Colette Kolanko 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.
Michael Kurka (CRD# 2413833) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Alexandria, VA and has over 30 years of experience in the finance industry.
Eric Lantz (CRD# 3037910) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alexandria, VA and has over 25 years of experience in the finance industry. Eric Lantz 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.