-
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...
Karen Benedict (CRD# 5454470) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 10 years of experience in the finance industry.
Craig Bennett (CRD# 6254902) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 9 years of experience in the finance industry.
Glen Bennett (CRD# 2320846) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, VA and has over 30 years of experience in the finance industry.
John Bennett (CRD# 4205056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 23 years of experience in the finance industry.
Paul Bennett (CRD# 1933992) is an Investment Advisor Representative working at Decisionmap Wealth Management, LLC in Reston, VA and has over 31 years of experience in the finance industry. Paul Bennett 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.
Anthony Benson (CRD# 5523577) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
Grace Benson (CRD# 6710389) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 5 years of experience in the finance industry.
Aaron Benway (CRD# 4459024) is an Investment Advisor Representative working at Ab Financial Planning And Investments, LLC in Mclean, VA and has over 7 years of experience in the finance industry. Aaron Benway 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.
Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 17 years of experience in the finance industry. Ryan Bergmann 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.
David Berish (CRD# 852590) is an Investment Advisor Representative working at The Dienekes Corporation in Purcellville, VA and has over 15 years of experience in the finance industry.