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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...
Amy Burchett (CRD# 6779408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, VA and has over 6 years of experience in the finance industry.
Elizabeth Clark (CRD# 4993390) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 17 years of experience in the finance industry.
Mark Cooke (CRD# 4433874) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 22 years of experience in the finance industry.
Anthony Dietrich (CRD# 2731386) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Gainesville, VA and has over 28 years of experience in the finance industry.
John Frerichs (CRD# 4615756) is an Investment Advisor Representative working at The Financial Pilot Group, LLC in Gainesville, VA and has 1 year of experience in the finance industry. John Frerichs 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.
William Howard (CRD# 4716747) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, VA and has over 17 years of experience in the finance industry.
Jennifer Jones (CRD# 2076678) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 11 years of experience in the finance industry.
Tanina Linden (CRD# 1604204) is an Investment Advisor Representative working at Futurity Capital LLC in Gainesville, VA and has over 36 years of experience in the finance industry. Tanina Linden 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.
William Linden (CRD# 3035875) is an Investment Advisor Representative working at Futurity Capital LLC in Gainesville, VA and has over 12 years of experience in the finance industry.