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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...
Gregory Blake (CRD# 5392729) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Burke, VA and has over 16 years of experience in the finance industry.
Martha Kim (CRD# 6635915) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burke, VA and has over 7 years of experience in the finance industry.
Joseph Mjelde (CRD# 6389419) is an Investment Advisor Representative working at Edward Jones in Burke, VA and has over 9 years of experience in the finance industry.
Tu Nguyen (CRD# 5472673) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Burke, VA and has over 16 years of experience in the finance industry.
Jerome Prentice (CRD# 801622) is an Investment Advisor Representative working at Eagle Strategies LLC in Burke, VA and has over 39 years of experience in the finance industry.
David Spence (CRD# 1384896) is an Investment Advisor Representative working at Palladium Wealth Management, LLC in Burke, VA and has over 38 years of experience in the finance industry. David Spence 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.
Saima Khan (CRD# 7693115) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burke, VA and has 1 year of experience in the finance industry.
Casey Whitmarsh (CRD# 4880494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burke, VA and has over 13 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.