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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...
James Birks (CRD# 2216533) is an Investment Advisor Representative working at Birks Financial Corp. in Mclean, VA and has over 27 years of experience in the finance industry.
Douglas Birnie (CRD# 2646049) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 28 years of experience in the finance industry.
Patrick Bischoff (CRD# 3068821) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 21 years of experience in the finance industry.
Jennifer Bishop (CRD# 5853566) is an Investment Advisor Representative working at First Command Advisory Services in Woodbridge, VA and has over 10 years of experience in the finance industry.
Clark Bixler (CRD# 5773153) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
Jonathan Bjoring (CRD# 3181757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 25 years of experience in the finance industry.
Lone Bjork (CRD# 5507785) is an Investment Advisor Representative working at Private Advisor Group, LLC in Reston, VA and has over 14 years of experience in the finance industry.
David Bjorklund (CRD# 6805516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 5 years of experience in the finance industry.
Brad Blaisdell (CRD# 4343262) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Herndon, VA and has over 19 years of experience in the finance industry.
April Blake (CRD# 5917513) is an Investment Advisor Representative working at Interactive Financial Advisors in Warrenton, VA and has over 11 years of experience in the finance industry.