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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...
Thomas Wiltz (CRD# 2146135) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 32 years of experience in the finance industry.
Matthew Wright (CRD# 5928912) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 12 years of experience in the finance industry.
Levi Anderson (CRD# 7269656) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 3 years of experience in the finance industry.
Kevin Brown (CRD# 7573406) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has 1 year of experience in the finance industry.
Donald Bushey (CRD# 4352053) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leesburg, VA and has over 22 years of experience in the finance industry.
Austin Catania (CRD# 7720770) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has 1 year of experience in the finance industry.
Scott Daniel (CRD# 6857959) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 6 years of experience in the finance industry.
John Desarno (CRD# 4615714) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Leesburg, VA and has 1 year of experience in the finance industry.
Timothy Duray (CRD# 4577194) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leesburg, VA and has over 5 years of experience in the finance industry.
Luke Estep (CRD# 7591509) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has 1 year of experience in the finance industry.