-
Distance Metro area (25 miles)
-
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...
Amy Mitchell (CRD# 6450450) is an Investment Advisor Representative working at Hemington Wealth Management in Falls Church, VA and has 1 year of experience in the finance industry. Amy Mitchell 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.
Nathan Moore (CRD# 4655020) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 20 years of experience in the finance industry.
Stephen Moroz (CRD# 1960244) is an Investment Advisor Representative working at Concord Atlantic, Inc. in Falls Church, VA and has over 33 years of experience in the finance industry.
Eric Mueller (CRD# 4768040) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Falls Church, VA and has over 20 years of experience in the finance industry.
Thomas Natoli (CRD# 2420341) 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. Thomas Natoli 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.
Justin Nesheiwat (CRD# 6686173) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 6 years of experience in the finance industry.
Jessica Ness (CRD# 4663296) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 18 years of experience in the finance industry. Jessica Ness 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.
Eileen O'connor (CRD# 4934500) is an Investment Advisor Representative working at Hemington Wealth Management in Falls Church, VA and has over 18 years of experience in the finance industry. Eileen O'connor 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.
Melissa Paine (CRD# 2746210) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Falls Church, VA and has over 27 years of experience in the finance industry. Melissa Paine 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.
Mitchell Poirier (CRD# 6238325) is an Investment Advisor Representative working at Smp Financial Planning, LLC in Falls Church, VA and has over 10 years of experience in the finance industry.