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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...
John Fox (CRD# 1101449) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Haymarket, VA and has over 38 years of experience in the finance industry.
John May (CRD# 866212) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Haymarket, VA and has over 31 years of experience in the finance industry.
Mark Miller (CRD# 5149040) is an Investment Advisor Representative working at Edward Jones in Haymarket, VA and has over 17 years of experience in the finance industry.
Javier Perez-Giz (CRD# 5629192) is an Investment Advisor Representative working at Eagle Strategies LLC in Haymarket, VA and has over 13 years of experience in the finance industry.
Karen Pratt (CRD# 2210802) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Haymarket, VA and has over 4 years of experience in the finance industry.
Deborah Trnka (CRD# 6036993) is an Investment Advisor Representative working at Edward Jones in Haymarket, VA and has over 11 years of experience in the finance industry.
Timothy Bartz (CRD# 7380618) is an Investment Advisor Representative working at Edward Jones in Haymarket, VA and has over 2 years of experience in the finance industry.
Robert Garrigan (CRD# 4432677) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Haymarket, VA and has over 22 years of experience in the finance industry.