-
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...
Anthony Lobalbo (CRD# 5418679) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gainesville, VA and has over 16 years of experience in the finance industry.
Jonathan Maula (CRD# 5547620) is an Investment Advisor Representative working at Castle Hill Capital in Gainesville, VA and has over 8 years of experience in the finance industry.
Herbert McClary (CRD# 2416599) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, VA and has over 30 years of experience in the finance industry.
Joseph McClenny (CRD# 6788739) is an Investment Advisor Representative working at Edward Jones in Gainesville, VA and has over 6 years of experience in the finance industry.
David Morton (CRD# 4912079) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 19 years of experience in the finance industry.
David O'neill (CRD# 6885315) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 13 years of experience in the finance industry.
Eric Pol (CRD# 3238127) is an Investment Advisor Representative working at Cuso Financial Services in Gainesville, VA and has over 24 years of experience in the finance industry.
John Pugh (CRD# 2649420) is an Investment Advisor Representative working at Insight Wealth Management, Inc. in Gainesville, VA and has over 28 years of experience in the finance industry. John Pugh 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.
Kevin Underwood (CRD# 4801121) is an Investment Advisor Representative working at Avantax Advisory Services in Gainesville, VA and has over 19 years of experience in the finance industry.
Paul Woodford (CRD# 2896843) is an Investment Advisor Representative working at Pgim Investments LLC in Gainesville, VA and has over 26 years of experience in the finance industry.