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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...
David Yeakel (CRD# 2167716) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Falls Church, VA and has over 32 years of experience in the finance industry.
Griffin Baker (CRD# 5383950) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has 1 year of experience in the finance industry. Griffin Baker 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.
Joshua Best (CRD# 7053782) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has 1 year of experience in the finance industry.
Joshua Brockwell (CRD# 5732391) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has over 4 years of experience in the finance industry.
Milena Bu (CRD# 6073974) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Falls Church, VA and has over 11 years of experience in the finance industry.
Michael Burns (CRD# 6975962) is an Investment Advisor Representative working at Campion Asset Management, LLC in Falls Church, VA and has over 4 years of experience in the finance industry.
Robert Burns (CRD# 1499439) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Falls Church, VA and has over 33 years of experience in the finance industry.
Angela Bush (CRD# 7693112) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Falls Church, VA and has 1 year of experience in the finance industry.
Kirk Diehl (CRD# 7194749) is an Investment Advisor Representative working at Edward Jones in Falls Church, VA and has over 4 years of experience in the finance industry.
Andrew Eskelsen (CRD# 5859921) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 11 years of experience in the finance industry.