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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...
Mitchell Mahoney (CRD# 6326886) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Herndon, VA and has over 6 years of experience in the finance industry.
Brian McGuire (CRD# 4892337) is an Investment Advisor Representative working at Mariner Wealth in Herndon, VA and has over 19 years of experience in the finance industry. Brian McGuire 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.
Berkeley Meredith (CRD# 6968021) is an Investment Advisor Representative working at Hughes Financial Services, LLC in Herndon, VA and has over 5 years of experience in the finance industry. Berkeley Meredith 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.
Patrick Moore (CRD# 7027228) is an Investment Advisor Representative working at Hughes Financial Services, LLC in Herndon, VA and has over 5 years of experience in the finance industry.
Joseph Murto (CRD# 4509024) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Herndon, VA and has over 21 years of experience in the finance industry.
Jonathan Myers (CRD# 4136826) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Herndon, VA and has over 23 years of experience in the finance industry.
Reena Oettinger (CRD# 2200034) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Herndon, VA and has over 32 years of experience in the finance industry.
Kate Okusa (CRD# 5312078) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Herndon, VA and has over 6 years of experience in the finance industry.
Mario Orozco (CRD# 4469242) is an Investment Advisor Representative working at Eagle Strategies LLC in Herndon, VA and has over 19 years of experience in the finance industry.
Sunil Pai (CRD# 5509293) is an Investment Advisor Representative working at Proforza Advisors LLC in Herndon, VA and has 1 year of experience in the finance industry.