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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...
Trevor Ikwild (CRD# 5946924) 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.
Harry Karageorge (CRD# 3187310) is an Investment Advisor Representative working at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA and has over 17 years of experience in the finance industry.
M Kennedy-Hughes (CRD# 2384987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 26 years of experience in the finance industry.
Emily Kestler (CRD# 5106544) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Leesburg, VA and has over 9 years of experience in the finance industry.
Krystyna King (CRD# 1223154) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has over 28 years of experience in the finance industry.
Dean Knepper (CRD# 4470306) is an Investment Advisor Representative working at Lifetime Financial Planning, Inc. in Leesburg, VA and has 1 year of experience in the finance industry. Dean Knepper 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.
Darren Koch (CRD# 2359709) is an Investment Advisor Representative working at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA and has over 29 years of experience in the finance industry.
Tirumala Kollur (CRD# 6472628) is an Investment Advisor Representative working at Sampatti Financial LLC in Leesburg, VA and has over 9 years of experience in the finance industry.
William Korby (CRD# 1900944) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 35 years of experience in the finance industry.
Hyuk Lee (CRD# 4004962) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 24 years of experience in the finance industry. Hyuk Lee 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.