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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...
Richard Allridge (CRD# 6121407) is an Investment Advisor Representative working at Allridge Wealth Management, Inc. in Bethesda, MD and has over 8 years of experience in the finance industry. Richard Allridge has taken additional exams to become a Certified Financial Planner (CFP®).
Brenna Allsopp (CRD# 7062916) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 5 years of experience in the finance industry. Brenna Allsopp has taken additional exams to become a Certified Financial Planner (CFP®).
Vanessa Alonzo (CRD# 4909198) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mclean, VA and has over 15 years of experience in the finance industry.
Naj Altaf (CRD# 2894315) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vienna, VA 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 15 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®).
Miguel Alvarez (CRD# 5854995) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 11 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 9 years of experience in the finance industry.
Peter Ambrose (CRD# 1624518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 37 years of experience in the finance industry.
Jennifer An (CRD# 4706612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 20 years of experience in the finance industry.