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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...
Jeffrey Axt (CRD# 1266964) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 39 years of experience in the finance industry.
Kevin Bernard (CRD# 6133267) is an Investment Advisor Representative working at Avantax Advisory Services in Ashburn, VA and has over 11 years of experience in the finance industry.
Paul Brick (CRD# 4207886) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 23 years of experience in the finance industry.
Melanie Brophy (CRD# 6173357) is an Investment Advisor Representative working at Next Play Financial in Ashburn, VA and has over 10 years of experience in the finance industry. Melanie Brophy 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 Bui (CRD# 5111985) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ashburn, VA and has over 18 years of experience in the finance industry.
Donna Cabrisses (CRD# 5013385) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ashburn, VA and has over 18 years of experience in the finance industry.
Isabel Cooper (CRD# 1708168) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 27 years of experience in the finance industry.
Jennifer Davis (CRD# 6372479) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry. Jennifer Davis 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.
Mariah Dehaven (CRD# 2922481) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 26 years of experience in the finance industry. Mariah Dehaven 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.