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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...
Christopher Brugel (CRD# 1529802) is an Investment Advisor Representative working at Grey Owl Capital Management, LLC in Arlington, VA and has over 31 years of experience in the finance industry.
Marjorie Burnett (CRD# 5088596) is an Investment Advisor Representative working at Mab Financial Planning in Arlington, VA and has over 17 years of experience in the finance industry. Marjorie Burnett 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.
Nicholas Caramanica (CRD# 6154567) is an Investment Advisor Representative working at Arlington Wealth Planning, LLC in Arlington, VA and has over 10 years of experience in the finance industry. Nicholas Caramanica 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.
Alvin Carlos (CRD# 6171439) is an Investment Advisor Representative working at District Capital Management, LLC in Arlington, VA and has over 12 years of experience in the finance industry. Alvin Carlos 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.
Emily Case (CRD# 5427566) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Arlington, VA and has over 8 years of experience in the finance industry.
Natasha Cashman (CRD# 6713971) is an Investment Advisor Representative working at Capital Assets Planning Incorporated in Arlington, VA and has over 7 years of experience in the finance industry. Natasha Cashman 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.
Carolyn Catlin (CRD# 1567755) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Arlington, VA and has over 19 years of experience in the finance industry. Carolyn Catlin 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.
Hui-chin Chen (CRD# 6304697) is an Investment Advisor Representative working at Jade & Cowry LLC in Arlington, VA and has over 10 years of experience in the finance industry. Hui-chin Chen 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.
Anthony Clark (CRD# 1593093) is an Investment Advisor Representative working at Innovation Capital Management LLC in Arlington, VA and has 1 year of experience in the finance industry.
Gregory Clough (CRD# 2587777) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Arlington, VA and has over 29 years of experience in the finance industry.