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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...
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.
Marissa Bacino (CRD# 6761615) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
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.
Justin Bacon (CRD# 5086214) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Matthew Bacon (CRD# 6018492) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 12 years of experience in the finance industry. Matthew Bacon 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.
Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 29 years of experience in the finance industry.
Dean Bahniuk (CRD# 2418525) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 30 years of experience in the finance industry.
Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Oakton, VA and has over 24 years of experience in the finance industry. Jennifer Baick 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.
Samuel Bair (CRD# 6276748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 10 years of experience in the finance industry.
Peter Baker (CRD# 5078132) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry.