-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Jeffrey Byas (CRD# 4625838) is an Investment Advisor Representative working at Edward Jones in Potomac Falls, VA and has over 14 years of experience in the finance industry.
Dean Daniel (CRD# 5302777) is an Investment Advisor Representative working at Daniel Capital Management, LLC in Potomac Falls, VA and has over 11 years of experience in the finance industry.
John Tattersall (CRD# 1802385) is an Investment Advisor Representative working at Lpl Financial LLC in Potomac Falls, VA and has over 22 years of experience in the finance industry.
Melissa Lupinacci (CRD# 6196455) is an Investment Advisor Representative working at Edward Jones in Potomac Falls, VA and has 1 year of experience in the finance industry.
Jacqueline Matthews (CRD# 2510162) is an Investment Advisor Representative working at Investment Pod, LLC in Potomac Falls, VA and has over 5 years of experience in the finance industry.
Peter Matthews (CRD# 6094255) is an Investment Advisor Representative working at Investment Pod, LLC in Potomac Falls, VA and has over 5 years of experience in the finance industry.
Ryan Myers (CRD# 1956339) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Potomac Falls, VA and has over 28 years of experience in the finance industry.
George Khalsa (CRD# 1094736) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Potomac Falls, VA and has over 35 years of experience in the finance industry.
Ameen Estaiteyeh (CRD# 4177828) is an Investment Advisor Representative working at Investology Inc. in Potomac Falls, VA and has over 17 years of experience in the finance industry.