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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...
Michael Aylward (CRD# 4882063) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 19 years of experience in the finance industry.
Adekemi Azeez (CRD# 5638212) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 8 years of experience in the finance industry.
Abril Azmi (CRD# 1985536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 30 years of experience in the finance industry.
Julie Babcock (CRD# 4380020) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.
Tina Babicz (CRD# 4206444) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 23 years of experience in the finance industry. Tina Babicz 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.
Marissa Bacino (CRD# 6761615) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
Coty Backmon (CRD# 4514533) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 20 years of experience in the finance industry.
Justin Bacon (CRD# 5086214) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Kerby Baden (CRD# 6744101) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Bethesda, MD and has over 6 years of experience in the finance industry.
Frederick Baerenz (CRD# 2388453) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 29 years of experience in the finance industry.