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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...
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.
Lala Balaoghlanova (CRD# 5910955) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has over 8 years of experience in the finance industry.
Brian Bass (CRD# 6319726) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 9 years of experience in the finance industry. Brian Bass 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.
William Bleau (CRD# 4621163) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 18 years of experience in the finance industry.
Alif Brahim (CRD# 5608804) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 15 years of experience in the finance industry.
Gabriella Cajina Schafer (CRD# 6729864) is an Investment Advisor Representative working at Seia in Tysons, VA and has over 6 years of experience in the finance industry.
Cory Cha (CRD# 6092762) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 11 years of experience in the finance industry. Cory Cha 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.
Athena Chang (CRD# 4792507) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 21 years of experience in the finance industry. Athena Chang 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.
Brett Chelf (CRD# 2327151) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 30 years of experience in the finance industry.