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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...
William Lang (CRD# 2525454) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 28 years of experience in the finance industry.
Alana Light (CRD# 5778825) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 12 years of experience in the finance industry. Alana Light 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.
Cori McCowan (CRD# 6740042) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 6 years of experience in the finance industry.
Robert McGregor (CRD# 4650132) is an Investment Advisor Representative working at Seia in Tysons, VA and has over 20 years of experience in the finance industry. Robert McGregor 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.
Lily Mohre (CRD# 6684065) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 7 years of experience in the finance industry.
David Morgante (CRD# 4254550) is an Investment Advisor Representative working at Variant Private Wealth LLC in Tysons, VA and has over 19 years of experience in the finance industry. David Morgante 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.
John Moriarty (CRD# 6367309) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 9 years of experience in the finance industry.
Alejandro Murguia (CRD# 4773144) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 21 years of experience in the finance industry.
Ronald Neblett (CRD# 4348776) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 23 years of experience in the finance industry. Ronald Neblett 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.
Robert Papa (CRD# 2722903) is an Investment Advisor Representative working at Seia in Tysons, VA and has over 23 years of experience in the finance industry. Robert Papa 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.