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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...
Matthew Poteete (CRD# 5652371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Falls Church, VA and has over 14 years of experience in the finance industry.
Bashar Qasem (CRD# 4366470) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has over 21 years of experience in the finance industry.
Christopher Regan (CRD# 6318981) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 9 years of experience in the finance industry.
Patrick Robertson (CRD# 6122202) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 11 years of experience in the finance industry.
Stephen Rosenzweig (CRD# 404801) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 39 years of experience in the finance industry.
Rocco Russo (CRD# 5636096) is an Investment Advisor Representative working at Edward Jones in Falls Church, VA and has over 14 years of experience in the finance industry.
Kurt Sayce (CRD# 6382309) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Falls Church, VA and has over 9 years of experience in the finance industry.
Mary Scanlan (CRD# 2360062) is an Investment Advisor Representative working at The Scott S. James Company in Falls Church, VA and has over 30 years of experience in the finance industry. Mary Scanlan 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.
David Seidel (CRD# 5540617) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Falls Church, VA and has over 15 years of experience in the finance industry.
Andrew Selvaggio (CRD# 6683078) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 7 years of experience in the finance industry.