-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Andrew Lewis (CRD# 2246107) is an Investment Advisor Representative working at The Lewis Financial Group in Ashburn, VA and has over 31 years of experience in the finance industry.
Arthur Locke (CRD# 6732027) is an Investment Advisor Representative working at Locke Advisory Services LLC in Ashburn, VA and has over 7 years of experience in the finance industry. Arthur Locke 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 Magruder (CRD# 2490275) is an Investment Advisor Representative working at Avantax Advisory Services in Ashburn, VA and has over 29 years of experience in the finance industry.
Sebastiano Mancarella (CRD# 4814969) is an Investment Advisor Representative working at Lincoln Investment in Ashburn, VA and has over 19 years of experience in the finance industry.
Scott Mann (CRD# 5525123) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ashburn, VA and has over 15 years of experience in the finance industry.
Ernest Massenberg (CRD# 4244795) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ashburn, VA and has over 23 years of experience in the finance industry. Ernest Massenberg 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.
Joely Mauck (CRD# 2153741) is an Investment Advisor Representative working at Lpl Financial LLC in Ashburn, VA and has over 32 years of experience in the finance industry. Joely Mauck 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.
Nathan McLaughlin (CRD# 5838212) is an Investment Advisor Representative working at Edward Jones in Ashburn, VA and has over 13 years of experience in the finance industry.
Conor Mullee (CRD# 6946229) is an Investment Advisor Representative working at Edward Jones in Ashburn, VA and has over 5 years of experience in the finance industry.
Kenneth Murray Iii (CRD# 4806687) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 19 years of experience in the finance industry.