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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...
Michael Lewis (CRD# 6862899) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 5 years of experience in the finance industry.
Jason Liebman (CRD# 4309173) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 19 years of experience in the finance industry.
Howard Lynes (CRD# 818710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 43 years of experience in the finance industry.
Mary Lynes (CRD# 1085096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 30 years of experience in the finance industry.
Jeffrey Maged (CRD# 3093816) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has over 25 years of experience in the finance industry. Jeffrey Maged 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.
Kenneth Maiden (CRD# 4565143) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 23 years of experience in the finance industry.
Abdul Mallick (CRD# 6472161) is an Investment Advisor Representative working at Sampatti Financial LLC in Leesburg, VA and has over 5 years of experience in the finance industry.
Jonathan Malone (CRD# 5270805) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 16 years of experience in the finance industry.
Carole Maloney (CRD# 4535127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has over 21 years of experience in the finance industry.
Charles Maloney (CRD# 2435365) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesburg, VA and has over 30 years of experience in the finance industry.