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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...
Jennifer Malone (CRD# 2970364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 25 years of experience in the finance industry.
Jeremy Marshall (CRD# 6963998) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reston, VA and has over 5 years of experience in the finance industry.
Steven Marshall (CRD# 1254401) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reston, VA and has over 39 years of experience in the finance industry. Steven Marshall 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.
Mitchell Martin (CRD# 2070055) is an Investment Advisor Representative working at Mitchell Advisory Inc. in Reston, VA and has over 33 years of experience in the finance industry. Mitchell Martin 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.
Monica Mason (CRD# 5872063) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Reston, VA and has over 12 years of experience in the finance industry.
William Mason (CRD# 322341) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 41 years of experience in the finance industry.
Crystal Matlock (CRD# 2585322) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 23 years of experience in the finance industry.
Gregory Mattingly (CRD# 4907986) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry. Gregory Mattingly 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.
Mohammed Mbye (CRD# 5234876) is an Investment Advisor Representative working at Missionsquare Retirement in Reston, VA and has over 16 years of experience in the finance industry.
Kyle McFarland (CRD# 6573077) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 7 years of experience in the finance industry. Kyle McFarland 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.