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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...
Paul Newton (CRD# 2196433) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 31 years of experience in the finance industry.
Eric Norberg (CRD# 1220324) is an Investment Advisor Representative working at Ean Equity Financial Services LLC in Leesburg, VA and has over 28 years of experience in the finance industry. Eric Norberg 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.
Christina O'connell (CRD# 2915634) is an Investment Advisor Representative working at Commonwealth Financial Network in Leesburg, VA and has over 26 years of experience in the finance industry. Christina O'connell 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.
Kobby Okum (CRD# 5472049) is an Investment Advisor Representative working at Edward Jones in Leesburg, VA and has over 16 years of experience in the finance industry.
Ian Osborn (CRD# 6365274) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Leesburg, VA and has over 9 years of experience in the finance industry.
David Pickei (CRD# 1084626) is an Investment Advisor Representative working at Reye Partners Asset Management LLC in Leesburg, VA and has over 40 years of experience in the finance industry.
Bradley Piesco (CRD# 5633464) is an Investment Advisor Representative working at Magpie Consulting LLC in Leesburg, VA and has 25 years in corporate and personal finance. Bradley Piesco 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nicole Pigeon (CRD# 2868433) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 26 years of experience in the finance industry.
Morgan Russo (CRD# 6746273) is an Investment Advisor Representative working at Lpl Financial LLC in Leesburg, VA and has over 6 years of experience in the finance industry.
John Rust (CRD# 407858) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Leesburg, VA and has over 44 years of experience in the finance industry.