-
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...
Aurora McNear (CRD# 2643753) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 28 years of experience in the finance industry.
Guy Middleton (CRD# 3146465) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 25 years of experience in the finance industry.
Katherine Mitchem (CRD# 5113300) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 18 years of experience in the finance industry.
Yen Nguyen (CRD# 3145101) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Springfield, VA and has over 25 years of experience in the finance industry.
Chris Palmer (CRD# 2477170) is an Investment Advisor Representative working at Edward Jones in Springfield, VA and has over 29 years of experience in the finance industry. Chris Palmer 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.
Jennifer Panicker (CRD# 2672784) is an Investment Advisor Representative working at Mathis Wealth Management in Springfield, VA and has over 20 years of experience in the finance industry.
Russell Robertson (CRD# 5457713) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 8 years of experience in the finance industry. Russell Robertson 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...
Alexander Skolnitsky (CRD# 6400223) is an Investment Advisor Representative working at Edward Jones in Springfield, VA and has over 9 years of experience in the finance industry.
Tiffany Snyder (CRD# 5177890) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springfield, VA and has over 16 years of experience in the finance industry.
Jitendra Tandon (CRD# 4482894) is an Investment Advisor Representative working at Ficadenti Tandon Asset Management, Inc. in Springfield, VA and has 1 year of experience in the finance industry.