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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...
Paul Bennett (CRD# 1933992) is an Investment Advisor Representative working at Decisionmap Wealth Management, LLC in Reston, VA and has over 31 years of experience in the finance industry. Paul Bennett 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.
Douglas Birnie (CRD# 2646049) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 28 years of experience in the finance industry.
Patrick Bischoff (CRD# 3068821) 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.
John Bocek (CRD# 5477565) 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.
Raymond Boland (CRD# 1035229) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Reston, VA and has over 27 years of experience in the finance industry.
Tara Bonilla (CRD# 6215903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 9 years of experience in the finance industry.
Andrew Bonk (CRD# 6868573) is an Investment Advisor Representative working at Edward Jones in Reston, VA and has over 6 years of experience in the finance industry.
Michael Bono (CRD# 4475031) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 22 years of experience in the finance industry.
Joseph Bridge (CRD# 6415659) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reston, VA and has over 9 years of experience in the finance industry.
William Brinkley (CRD# 6817120) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Reston, VA and has over 5 years of experience in the finance industry. William Brinkley 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.