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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...
Joni Alt (CRD# 1481548) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 37 years of experience in the finance industry. Joni Alt 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.
Naj Altaf (CRD# 2894315) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Olney, MD and has over 26 years of experience in the finance industry.
Vittorio Altavas (CRD# 4993588) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 14 years of experience in the finance industry.
Pablo Alvarado (CRD# 3087477) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 18 years of experience in the finance industry.
Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 5 years of experience in the finance industry. Timothy Alvarado 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.
Miguel Alvarez (CRD# 5854995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 10 years of experience in the finance industry.
Stacey Alviani (CRD# 1600761) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 18 years of experience in the finance industry.
Eduardo Alzona (CRD# 5604417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 15 years of experience in the finance industry.
Daniela Amar (CRD# 6455895) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 8 years of experience in the finance industry.
Mark Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry. Mark Amberg 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.