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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...
Phillip Bour (CRD# 4885889) is an Investment Advisor Representative working at Bour Group in South Riding, VA and has 1 year of experience in the finance industry. Phillip Bour 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.
Jason DeLorenzo (CRD# 6988661) is an Investment Advisor Representative working at Ad Deum Funds, LLC in South Riding, VA and has over 5 years of experience in the finance industry, specializing in derivatives products. Mr. DeLorenzo has traded options since 2010, emphasizing the edge of knowing option dealer positioning using his Volland platform. Mr. DeLorenzo has spent 16 years as a statistician and investment analyst with the US Government, and is a certified cost analyst with the Institute of Cost Estimators and Analysts. Mr. DeLorenzo also has a Masters of Arts in Economics from George Mason...
Preetha Gopi Kumar (CRD# 7028248) is an Investment Advisor Representative working at Edward Jones in South Riding, VA and has over 5 years of experience in the finance industry.
Arthur Hall (CRD# 2130287) is an Investment Advisor Representative working at Strategicglobal Insight, LLC in South Riding, VA and has over 21 years of experience in the finance industry.
Fred Leamnson (CRD# 1727959) is an Investment Advisor Representative. He is Founder and President of Leamnson Capital Advisory, LLC in Reston, VA and has over 28 years of experience in the finance industry.
Chad McMichael (CRD# 6368684) is an Investment Advisor Representative working at Edward Jones in South Riding, VA and has over 9 years of experience in the finance industry. Chad McMichael 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.
Tammy Pierce (CRD# 2180998) is an Investment Advisor Representative working at Edward Jones in South Riding, VA and has over 26 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.
Jessica Doll (CRD# 5969842) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Jessica Doll 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 putclients' interests first and comply with the Financial Planning Practice Standards.