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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...
Jodi Van Voorhis (CRD# 2890411) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 26 years of experience in the finance industry.
Jo Ann Weinhardt (CRD# 2426870) is an Investment Advisor Representative working at Hughes Financial Services, LLC in Herndon, VA and has over 29 years of experience in the finance industry.
Marguerite Wiese (CRD# 6485451) is an Investment Advisor Representative working at Eagle Strategies LLC in Herndon, VA and has over 6 years of experience in the finance industry. Marguerite Wiese 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.
Elizabeth Winstedt (CRD# 3106255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Herndon, VA and has over 25 years of experience in the finance industry. Elizabeth Winstedt 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.
Dhilsha Athulathmudali (CRD# 7191962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Herndon, VA and has over 4 years of experience in the finance industry.
Shreeva Aylor (CRD# 7703745) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has 1 year of experience in the finance industry.
Ambika Bablani (CRD# 6141214) is an Investment Advisor Representative working at Eagle Strategies LLC in Herndon, VA and has over 3 years of experience in the finance industry.
Victoria Birks (CRD# 7698993) is an Investment Advisor Representative working at Birks Financial Corp. in Herndon, VA and has 1 year of experience in the finance industry.
Christopher Dear (CRD# 6673694) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Herndon, VA and has 1 year of experience in the finance industry.
April Dubois (CRD# 7174099) is an Investment Advisor Representative working at Edward Jones in Herndon, VA and has over 4 years of experience in the finance industry.