-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Gregorio Druehl (CRD# 4316714) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 12 years of experience in the finance industry.
Serena Dupuy (CRD# 5321386) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 15 years of experience in the finance industry.
Gregory Eftink (CRD# 4142728) 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.
David Engler (CRD# 4755145) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 19 years of experience in the finance industry. David Engler 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.
Ameen Estaiteyeh (CRD# 4177828) is an Investment Advisor Representative working at Investology Inc. in Reston, VA and has over 23 years of experience in the finance industry.
Thomas Falkenberry (CRD# 1925791) is an Investment Advisor Representative working at Autumn Wind Asset Management Inc. in Reston, VA and has 1 year of experience in the finance industry.
Ching-kai Fei (CRD# 4526874) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 19 years of experience in the finance industry. Ching-kai Fei 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.
Katherine Fincher (CRD# 5985385) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 11 years of experience in the finance industry. Katherine Fincher 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.
Stephen Foki (CRD# 4403275) is an Investment Advisor Representative working at Morgan Stanley in Reston, VA and has over 19 years of experience in the finance industry.
Michael Fowler (CRD# 2252560) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Reston, VA and has over 31 years of experience in the finance industry.