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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...
Lisa Aubel (CRD# 1161423) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 30 years of experience in the finance industry.
Scott Aune (CRD# 3073289) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 25 years of experience in the finance industry. Scott Aune 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.
Darren Aversa (CRD# 5737138) is an Investment Advisor Representative working at Edward Jones in Alexandria, VA and has over 14 years of experience in the finance industry.
Bradford Avery (CRD# 1573050) is an Investment Advisor Representative working at Pnc Investments in Mclean, VA and has over 27 years of experience in the finance industry.
Sarah Avila (CRD# 6208648) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 10 years of experience in the finance industry. Sarah Avila 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.
Thomas Axline (CRD# 2178677) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 32 years of experience in the finance industry. Thomas Axline 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.
Michael Aylward (CRD# 4882063) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 19 years of experience in the finance industry.
Adekemi Azeez (CRD# 5638212) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 7 years of experience in the finance industry.
Julie Babcock (CRD# 4380020) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Tina Babicz (CRD# 4206444) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 23 years of experience in the finance industry. Tina Babicz 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.