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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...
Maynur Karluk (CRD# 5737158) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 13 years of experience in the finance industry. Maynur Karluk 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.
Brian Kelley (CRD# 3118939) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 20 years of experience in the finance industry. Brian Kelley 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.
Matthew Kelly (CRD# 3082920) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reston, VA and has over 24 years of experience in the finance industry.
Melanie Kelly (CRD# 4940758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 16 years of experience in the finance industry.
Alexandru Kevorchian (CRD# 5325352) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 11 years of experience in the finance industry.
Reza Khadiri (CRD# 3277780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 24 years of experience in the finance industry.
Chloerissa Kirwan (CRD# 4305480) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 23 years of experience in the finance industry. Chloerissa Kirwan 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.
Bernard Klein (CRD# 6930774) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 5 years of experience in the finance industry.
Adam Knapik (CRD# 6530945) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 8 years of experience in the finance industry.
Kimberly Knapp (CRD# 2167694) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 24 years of experience in the finance industry.