-
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...
Peter Jones (CRD# 719140) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 43 years of experience in the finance industry. Peter Jones 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.
Stephen Moss (CRD# 1343419) is an Investment Advisor Representative working at Pegasus Financial Group LLC in Chantilly, VA and has over 21 years of experience in the finance industry.
Timothy Murray (CRD# 4419210) is an Investment Advisor Representative working at Gladwyn Financial Advisors, Inc. in Chantilly, VA and has over 22 years of experience in the finance industry. Timothy Murray 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.
Ghulam Mustafa (CRD# 4901169) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 18 years of experience in the finance industry.
Brennan Nelson (CRD# 6789742) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chantilly, VA and has over 6 years of experience in the finance industry.
John Roberts (CRD# 4145740) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chantilly, VA and has over 12 years of experience in the finance industry.
Scott Salerno (CRD# 2051137) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chantilly, VA and has over 33 years of experience in the finance industry.
Ashesh Shah (CRD# 4265739) is an Investment Advisor Representative working at Equitable Advisors, LLC in Chantilly, VA and has over 22 years of experience in the finance industry.
Jack Shiao (CRD# 5309280) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chantilly, VA and has over 16 years of experience in the finance industry.
David Slupe (CRD# 6860814) is an Investment Advisor Representative working at Pegasus Financial Group LLC in Chantilly, VA and has over 4 years of experience in the finance industry.