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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...
Jonathan Adams (CRD# 2371031) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 30 years of experience in the finance industry.
Paul Aubin (CRD# 2815422) is an Investment Advisor Representative working at Lpl Financial LLC in Herndon, VA and has over 27 years of experience in the finance industry.
Scott Aune (CRD# 3073289) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 25 years of experience in the finance industry. Scott Aune 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.
Charles Baskervill (CRD# 6556546) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Herndon, VA and has over 8 years of experience in the finance industry.
Karen Benedict (CRD# 5454470) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 10 years of experience in the finance industry.
James Birks (CRD# 6758304) is an Investment Advisor Representative working at Birks Financial Corp. in Herndon, VA and has over 6 years of experience in the finance industry.
Brad Blaisdell (CRD# 4343262) is an Investment Advisor Representative working at Edward Jones in Herndon, VA and has over 19 years of experience in the finance industry.
Amy Brandts (CRD# 1228497) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Herndon, VA and has over 39 years of experience in the finance industry.
Hondamir Burhon (CRD# 5770823) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Herndon, VA and has over 13 years of experience in the finance industry.