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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...
Jeffrey Gordon (CRD# 2790564) is an Investment Advisor Representative working at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA and has over 26 years of experience in the finance industry.
Stephen Gray (CRD# 5593202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 15 years of experience in the finance industry.
Gregory Grinnell (CRD# 5029764) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Leesburg, VA and has over 17 years of experience in the finance industry.
David Guido (CRD# 5394617) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has over 16 years of experience in the finance industry.
Charles Hammond (CRD# 3002992) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leesburg, VA and has over 25 years of experience in the finance industry.
Christopher Harvey (CRD# 1082041) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has over 41 years of experience in the finance industry.
Nathan Hellman (CRD# 6423974) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 7 years of experience in the finance industry.
Jesse Hernandez (CRD# 2495604) 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.
Tucker Holt (CRD# 6488304) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 8 years of experience in the finance industry. Tucker Holt 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.
Stephen Ide (CRD# 6002687) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 12 years of experience in the finance industry.