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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...
Karen Ahn (CRD# 6650614) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fairfax, VA and has over 8 years of experience in the finance industry.
Probir Aikat (CRD# 2968834) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 26 years of experience in the finance industry.
Christopher Aime (CRD# 2595682) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Reston, VA and has over 29 years of experience in the finance industry. Christopher Aime 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.
Christopher Airey (CRD# 3083616) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 24 years of experience in the finance industry. Christopher Airey 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.
Eden Akana (CRD# 6865581) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 5 years of experience in the finance industry.
Charles Akre (CRD# 2211) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 30 years of experience in the finance industry.
Ehab Alalfey (CRD# 5119583) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has over 16 years of experience in the finance industry.
Michael Alba (CRD# 2651547) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Fairfax, VA and has over 28 years of experience in the finance industry.
Stacy Albanese (CRD# 1615685) is an Investment Advisor Representative working at Fisher Investments in Mclean, VA and has over 37 years of experience in the finance industry.
Anthony Albano (CRD# 5272532) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Arlington, VA and has over 17 years of experience in the finance industry.