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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...
Jason Crawford (CRD# 4517749) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 21 years of experience in the finance industry.
Mark Dellosso (CRD# 1624566) is an Investment Advisor Representative working at Axa Advisors, LLC in Richmond, VA and has over 25 years of experience in the finance industry. Primary market is Federal Employee
Mark Dolfis (CRD# 5229635) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 17 years of experience in the finance industry.
Joseph Dorazio (CRD# 2097189) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 33 years of experience in the finance industry. Joseph Dorazio 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.
Sang Du (CRD# 6747926) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Falls Church, VA and has over 6 years of experience in the finance industry.
William Einstein (CRD# 2556648) is an Investment Advisor Representative working at Solomon Hess Capital Management in Falls Church, VA and has over 11 years of experience in the finance industry.
Luther Ensminger (CRD# 2618083) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 28 years of experience in the finance industry.
Kenneth Fahmy (CRD# 1484351) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 30 years of experience in the finance industry.
Michael Fallon (CRD# 5929736) is an Investment Advisor Representative working at Solomon Hess Capital Management in Falls Church, VA and has over 12 years of experience in the finance industry.
Tak Fung (CRD# 3176168) 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.