-
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...
Jessica Holte (CRD# 6044736) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Reston, VA and has over 11 years of experience in the finance industry.
Edward Holton (CRD# 5311243) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Reston, VA and has over 12 years of experience in the finance industry.
Ryan Houlihan (CRD# 3237453) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Reston, VA and has over 22 years of experience in the finance industry.
Timothy Hughes (CRD# 5019024) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 18 years of experience in the finance industry. Timothy Hughes 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.
David Hurst (CRD# 4446170) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reston, VA and has over 22 years of experience in the finance industry.
Alejandro Hurtado (CRD# 4707736) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Reston, VA and has over 20 years of experience in the finance industry.
Mohammed Iftaiha (CRD# 4686313) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 20 years of experience in the finance industry. Mohammed Iftaiha 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.
Anthony Ivener (CRD# 2783871) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Reston, VA and has over 12 years of experience in the finance industry.
Kent Johnson (CRD# 5544967) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Reston, VA and has over 15 years of experience in the finance industry.