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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...
Paul Barbieri (CRD# 2198441) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 28 years of experience in the finance industry.
Benjamin Barbour (CRD# 5948847) is an Investment Advisor Representative working at Fountainhead Fiduciary, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Lauren Barnak (CRD# 5677579) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
Steven Barnes (CRD# 1988057) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 34 years of experience in the finance industry. Steven Barnes 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.
Leah Barrett (CRD# 6578594) is an Investment Advisor Representative working at D.a. Davidson & Company in Herndon, VA and has over 6 years of experience in the finance industry.
John Barriga (CRD# 4975673) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockville, MD and has over 16 years of experience in the finance industry.
Manohar Bartakke (CRD# 1351963) is an Investment Advisor Representative working at M.n. Bartakke & Associates in Reston, VA and has over 39 years of experience in the finance industry. Manohar Bartakke 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.
Ryan Bartholomew (CRD# 5960496) is an Investment Advisor Representative working at The Colony Group, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Frank Bartolini (CRD# 2148806) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 32 years of experience in the finance industry.
Harry Barton (CRD# 14124) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 29 years of experience in the finance industry.