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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...
Sima Zahid (CRD# 4571182) is an Investment Advisor Representative working at Primerica Advisors in Chantilly, VA and has over 21 years of experience in the finance industry.
Vladimir Zyuzin (CRD# 6857770) is an Investment Advisor Representative working at Wellington Consulting Services Inc. in Chantilly, VA and has over 6 years of experience in the finance industry.
Shawn Abma (CRD# 6301802) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chantilly, VA and has over 8 years of experience in the finance industry.
Uttam Bharwani (CRD# 4342521) is an Investment Advisor Representative working at Sagepro Wealth Management in Chantilly, VA and has over 23 years of experience in the finance industry.
Edward Booth (CRD# 5359569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chantilly, VA and has over 15 years of experience in the finance industry.
Aya Funahashi (CRD# 7746812) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chantilly, VA and has 1 year of experience in the finance industry.
Patrick Jacobeen (CRD# 6608936) is an Investment Advisor Representative working at Primerica Advisors in Chantilly, VA and has over 7 years of experience in the finance industry.
Jennifer James (CRD# 7703510) is an Investment Advisor Representative working at Edward Jones in Chantilly, VA and has 1 year of experience in the finance industry.
Eric Sundy (CRD# 6857509) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chantilly, VA and has over 5 years of experience in the finance industry.
Doreen Trammell (CRD# 7664979) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chantilly, VA and has 1 year of experience in the finance industry.