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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...
John Bennett (CRD# 4205056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 23 years of experience in the finance industry.
Jon Bost (CRD# 1925924) is an Investment Advisor Representative working at Wells Fargo Advisors in Leesburg, VA and has over 35 years of experience in the finance industry.
Kenneth Bowen (CRD# 6287435) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 10 years of experience in the finance industry.
Thomas Bowman (CRD# 3168402) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 25 years of experience in the finance industry.
Patrick Brosnan (CRD# 1926867) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Leesburg, VA and has over 34 years of experience in the finance industry.
Steven Cavagnaro (CRD# 2547990) is an Investment Advisor Representative working at Lpl Financial LLC in Leesburg, VA and has over 29 years of experience in the finance industry.
Peter Chipouras (CRD# 2411459) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Leesburg, VA and has over 30 years of experience in the finance industry. Peter Chipouras 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.
Christopher Claps (CRD# 1835888) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 27 years of experience in the finance industry.
Michael Cohn (CRD# 4617830) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Leesburg, VA and has over 21 years of experience in the finance industry.
Robert Davidson (CRD# 1458872) is an Investment Advisor Representative working at Independent Financial Group, LLC in Leesburg, VA and has over 38 years of experience in the finance industry.