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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...
Kyle Flinton (CRD# 7005212) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leesburg, VA and has over 5 years of experience in the finance industry. Kyle Flinton 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.
Gregory Fowler (CRD# 7375211) 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.
Gregory Frese (CRD# 7748751) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has 1 year of experience in the finance industry.
Ashlen Garcia Rodriguez (CRD# 7260818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 2 years of experience in the finance industry.
Cortney Heykoop (CRD# 4361651) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Leesburg, VA and has over 7 years of experience in the finance industry.
Luke Jackson (CRD# 7612738) 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.
Wesley Kabance (CRD# 2111809) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 29 years of experience in the finance industry.
Muhammad Khan (CRD# 7248804) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 3 years of experience in the finance industry.
Caroline Ludwick (CRD# 7798378) 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.
Madison Manley (CRD# 7370519) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 2 years of experience in the finance industry.