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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...
Nicholas Frazetta (CRD# 7387076) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, VA and has over 2 years of experience in the finance industry.
Brian Fyock (CRD# 7829330) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has 1 year of experience in the finance industry. Brian Fyock 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.
Davis Gardner (CRD# 6783878) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry. Davis Gardner 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.
Constance Gibson (CRD# 7624973) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Arlington, VA and has 1 year of experience in the finance industry.
Jose Herrera-Araya (CRD# 7217382) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Arlington, VA and has over 3 years of experience in the finance industry.
Michael Hocker (CRD# 7853625) is an Investment Advisor Representative working at Ctg Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry.
Christopher Hodges (CRD# 2130078) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 26 years of experience in the finance industry. Christopher Hodges 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.
Kelley Hubbell (CRD# 7244708) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Arlington, VA and has over 3 years of experience in the finance industry.
Chandler Jenkinson (CRD# 7555705) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Arlington, VA and has 1 year of experience in the finance industry.
Alem Lakew (CRD# 7641379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, VA and has 1 year of experience in the finance industry.