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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...
Patrick Langdon (CRD# 6152197) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manassas, VA and has over 9 years of experience in the finance industry.
Sung Lee (CRD# 2543207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manassas, VA and has over 29 years of experience in the finance industry.
Jason Lesnik (CRD# 2323418) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manassas, VA and has over 30 years of experience in the finance industry.
Timothy Mayer (CRD# 7074399) is an Investment Advisor Representative working at Primeaumayer Financial in Manassas, VA and has over 5 years of experience in the finance industry.
Scott McDermott (CRD# 2437085) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manassas, VA and has over 30 years of experience in the finance industry.
Jhon McKnight (CRD# 1667052) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manassas, VA and has over 36 years of experience in the finance industry.
Fredric Miller (CRD# 4053827) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Manassas, VA and has over 24 years of experience in the finance industry.
Stephen Nelson (CRD# 1632940) is an Investment Advisor Representative working at United Brokerage Services Inc. in Manassas, VA and has over 36 years of experience in the finance industry.
Amy Oviedo (CRD# 2983606) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Manassas, VA and has over 26 years of experience in the finance industry.
Bobby Payne (CRD# 1795408) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manassas, VA and has over 35 years of experience in the finance industry.