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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...
Hyuk Lee (CRD# 4004962) 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. Hyuk Lee 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.
Jenevieve Lenz (CRD# 5087358) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 17 years of experience in the finance industry.
John Lewe (CRD# 2324202) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reston, VA and has over 30 years of experience in the finance industry.
William Lloyd (CRD# 1995407) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 32 years of experience in the finance industry. William Lloyd 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.
Michael Long (CRD# 4573189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 21 years of experience in the finance industry.
Kevin Lozer (CRD# 5504673) is an Investment Advisor Representative working at Oakton Financial, LLC in Reston, VA and has over 16 years of experience in the finance industry. Kevin Lozer 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.
Eric Macdonnell (CRD# 2129553) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 32 years of experience in the finance industry.
Katherine Mackey (CRD# 6171659) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 10 years of experience in the finance industry.
Emily Maffey (CRD# 4205564) is an Investment Advisor Representative working at Cst Advisory Services, LLC in Reston, VA and has over 21 years of experience in the finance industry.
Feisal Malik (CRD# 2115832) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 33 years of experience in the finance industry.