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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...
Consuela Brown (CRD# 3067534) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 25 years of experience in the finance industry.
Terence Burns (CRD# 4953955) is an Investment Advisor Representative working at Campion Asset Management, LLC in Falls Church, VA and has 1 year of experience in the finance industry.
Anne Byerly (CRD# 6981361) is an Investment Advisor Representative working at Edward Jones in Falls Church, VA and has over 5 years of experience in the finance industry.
Michael Byman (CRD# 4940097) is an Investment Advisor Representative working at Hemington Wealth Management in Falls Church, VA and has over 19 years of experience in the finance industry. Michael Byman 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.
Jairo Castaneda (CRD# 6021498) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Falls Church, VA and has over 12 years of experience in the finance industry. Jairo Castaneda 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.
Alex Chisholm (CRD# 5948827) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 12 years of experience in the finance industry.
Michael Churchill (CRD# 1856824) is an Investment Advisor Representative working at Churchill Research Inc. in Falls Church, VA and has over 17 years of experience in the finance industry.
Elizabeth Clough (CRD# 5025284) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Vienna, VA and has over 17 years of experience in the finance industry. Elizabeth Clough 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.
Tasha Coconis (CRD# 3176065) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 24 years of experience in the finance industry.
Robin Corley (CRD# 4862044) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Falls Church, VA and has over 18 years of experience in the finance industry.