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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...
Fridtjov Markussen (CRD# 4323396) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 23 years of experience in the finance industry. Fridtjov Markussen 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.
James McDermott (CRD# 3138520) is an Investment Advisor Representative working at Mai Capital Management, LLC in Leesburg, VA and has over 23 years of experience in the finance industry. James McDermott 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.
Denis McGroddy (CRD# 2335351) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 30 years of experience in the finance industry.
Todd McLane (CRD# 1026829) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 42 years of experience in the finance industry.
Nicholas Mellone (CRD# 5815011) is an Investment Advisor Representative working at Captrust in Leesburg, VA and has over 12 years of experience in the finance industry. Nicholas Mellone 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.
Cameron Miller (CRD# 6572555) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 8 years of experience in the finance industry.
John Mullis (CRD# 1398259) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 25 years of experience in the finance industry.
Jill Mumaw (CRD# 3209530) is an Investment Advisor Representative working at Lpl Financial LLC in Leesburg, VA and has over 24 years of experience in the finance industry.
Nathan Myers (CRD# 5480832) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 15 years of experience in the finance industry.
Tony Nerantzis (CRD# 1673391) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leesburg, VA and has over 35 years of experience in the finance industry.