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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...
Mohamad Atwi (CRD# 6544647) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has over 8 years of experience in the finance industry.
Kimberly Broome (CRD# 5899871) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has 1 year of experience in the finance industry.
Claudia Bruce (CRD# 7852288) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has 1 year of experience in the finance industry.
Kyle Cafeo (CRD# 7394197) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 2 years of experience in the finance industry.
Nathanael Cambridge (CRD# 7509212) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has 1 year of experience in the finance industry.
Claire Caprio (CRD# 7495289) is an Investment Advisor Representative working at Seia in Tysons, VA and has 1 year of experience in the finance industry.
Brett Carter (CRD# 7336867) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 2 years of experience in the finance industry.
Sonia Castillo-Smith (CRD# 4415506) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has over 14 years of experience in the finance industry.
Ashmita Chatterjee (CRD# 7240191) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 3 years of experience in the finance industry.
Aim'ee Dotson (CRD# 7067535) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tysons, VA and has over 4 years of experience in the finance industry.