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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...
Ehab Alalfey (CRD# 5119583) is an Investment Advisor Representative working at Azzad Asset Management, Inc. in Falls Church, VA and has over 16 years of experience in the finance industry.
Richard Allen (CRD# 4593517) 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.
Tina Babicz (CRD# 4206444) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 23 years of experience in the finance industry. Tina Babicz 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.
Coty Backmon (CRD# 4514533) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 19 years of experience in the finance industry.
Tracey Baker (CRD# 2763899) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 27 years of experience in the finance industry. Tracey Baker 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.
Carl Balestrieri (CRD# 4481208) is an Investment Advisor Representative working at Christian Wealth Management, LLC in Falls Church, VA and has over 22 years of experience in the finance industry.
Brian Bobby (CRD# 6910644) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 5 years of experience in the finance industry.
Lisa Brandau (CRD# 5610319) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 11 years of experience in the finance industry. Lisa Brandau 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.
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.