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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...
Shaza Farawati (CRD# 7613087) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has 1 year of experience in the finance industry.
Gavin Fung (CRD# 7851335) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has 1 year of experience in the finance industry.
Justin Gaudet (CRD# 7074402) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 5 years of experience in the finance industry.
Nathaniel Gemmato (CRD# 7836094) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has 1 year of experience in the finance industry.
Mason Hardy (CRD# 7394804) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Falls Church, VA and has over 2 years of experience in the finance industry.
Reem Hussein (CRD# 7067075) 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. Reem Hussein 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.
Anthony Jones (CRD# 2859161) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 22 years of experience in the finance industry. Anthony Jones 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.
Atta Khan (CRD# 7788832) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has 1 year of experience in the finance industry.
Deborah Klein (CRD# 1734220) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has over 35 years of experience in the finance industry. Deborah Klein 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.
Kenya Knight (CRD# 4829798) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Falls Church, VA and has over 19 years of experience in the finance industry.