-
Distance Only Fairfax, VA
-
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...
Stephan Fogleman (CRD# 3064625) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 25 years of experience in the finance industry.
Thomas Foley (CRD# 3127666) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fairfax, VA and has over 25 years of experience in the finance industry. Thomas Foley 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.
Curtis Frazee (CRD# 1491176) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 37 years of experience in the finance industry.
Terence Gallagher (CRD# 2232775) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Fairfax, VA and has over 31 years of experience in the finance industry.
Jennifer Gallant (CRD# 1891250) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 35 years of experience in the finance industry.
Roland Geronimo (CRD# 3086381) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 25 years of experience in the finance industry.
Daniel Gilliland (CRD# 2176841) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 32 years of experience in the finance industry.
John Glorioso (CRD# 4292271) is an Investment Advisor Representative working at Advice And Planning Services in Fairfax, VA and has over 23 years of experience in the finance industry.
Joseph Goldberg (CRD# 2554057) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fairfax, VA and has over 29 years of experience in the finance industry.
Timothy Goode (CRD# 4842397) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 19 years of experience in the finance industry. Timothy Goode 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.