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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...
Stuart Rainer (CRD# 2911001) is an Investment Advisor Representative working at Noblebridge Wealth in Herndon, VA and has over 26 years of experience in the finance industry.
Timothy Richardson (CRD# 6242413) is an Investment Advisor Representative working at Avantax Advisory Services in Herndon, VA and has over 10 years of experience in the finance industry.
Kristin Rodriguez (CRD# 4383317) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Herndon, VA and has over 17 years of experience in the finance industry.
Richard Romero (CRD# 2381082) is an Investment Advisor Representative working at Q3 Advisors, LLC in Herndon, VA and has over 29 years of experience in the finance industry. Richard Romero 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.
Jennifer Ruppert (CRD# 5762344) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 13 years of experience in the finance industry.
Kabirudeen Salami (CRD# 5436323) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Herndon, VA and has over 16 years of experience in the finance industry.
Jonathan Serafin (CRD# 5627262) is an Investment Advisor Representative working at Eagle Strategies LLC in Herndon, VA and has over 14 years of experience in the finance industry.
Derek Sorensen (CRD# 5793307) is an Investment Advisor Representative working at Edward Jones in Herndon, VA and has over 13 years of experience in the finance industry.
Bryan Thomas (CRD# 7017192) is an Investment Advisor Representative working at Financial Solutions, LLC in Herndon, VA and has over 5 years of experience in the finance industry.
Justin Valadez (CRD# 5858600) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 12 years of experience in the finance industry.