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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...
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.
Matthew Brennan (CRD# 4658620) is an Investment Advisor Representative working at Covenant Wealth Advisors in Reston, VA and has over 20 years of experience in the finance industry. Matthew Brennan 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.
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.
Christopher Broderick (CRD# 2592177) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Reston, VA and has over 28 years of experience in the finance industry.
Phil Broderick (CRD# 1688752) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 33 years of experience in the finance industry. Phil Broderick 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.
Alexander Brown (CRD# 4407034) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Reston, VA and has over 22 years of experience in the finance industry. Alexander Brown 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.
Jonathan Browning (CRD# 2608532) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 28 years of experience in the finance industry.
Matthew Buchanan (CRD# 4557312) is an Investment Advisor Representative working at Buchanan Wealth Management in Reston, VA and has over 20 years of experience in the finance industry.
Joseph Buchy (CRD# 6642238) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 7 years of experience in the finance industry.