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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...
Sarah Casey (CRD# 1178717) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 31 years of experience in the finance industry. Sarah Casey 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.
Andrew Casteel (CRD# 5014452) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 10 years of experience in the finance industry. Andrew Casteel 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.
Sarah Cato (CRD# 4865357) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 18 years of experience in the finance industry. Sarah Cato 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.
Mary Beth Chavez (CRD# 3053194) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 17 years of experience in the finance industry.
Brian Chirles (CRD# 4660800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 20 years of experience in the finance industry.
Firhan Choudhary (CRD# 3023022) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Reston, VA and has over 25 years of experience in the finance industry.
David Chu (CRD# 3067158) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Reston, VA and has over 25 years of experience in the finance industry.
Jeffrey Clark (CRD# 4680009) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 20 years of experience in the finance industry.
Megan Clark (CRD# 5733655) is an Investment Advisor Representative working at Brighter Financial Capital Management, LLC in Reston, VA and has over 9 years of experience in the finance industry.
Gregory Clarke (CRD# 1378671) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 38 years of experience in the finance industry.