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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...
Bryan Adkins (CRD# 6261256) is an Investment Advisor Representative working at Broad Run Investment Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.
Anthony Albano (CRD# 5272532) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Arlington, VA and has over 17 years of experience in the finance industry.
Brian Allen (CRD# 4493122) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 21 years of experience in the finance industry.
Christopher Allen (CRD# 4444026) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arlington, VA and has over 22 years of experience in the finance industry.
Joni Alt (CRD# 1481548) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 37 years of experience in the finance industry. Joni Alt 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.
Damien Barros (CRD# 6779340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, VA and has over 6 years of experience in the finance industry.
Glen Bennett (CRD# 2320846) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, VA and has over 30 years of experience in the finance industry.
Walter Billodeaux (CRD# 4995248) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Arlington, VA and has over 18 years of experience in the finance industry.
Alan Bisenieks (CRD# 6500056) is an Investment Advisor Representative working at First Command Advisory Services in Arlington, VA and has over 8 years of experience in the finance industry.