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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...
Ruderis Fuentes (CRD# 7298242) is an Investment Advisor Representative working at Seia in Tysons, VA and has 1 year of experience in the finance industry.
Tiara Green (CRD# 7403986) 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.
Benjamin Harbaugh (CRD# 7377467) 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.
Megan Hirsch (CRD# 5965513) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has 1 year of experience in the finance industry.
Matthew Huling (CRD# 6944360) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 5 years of experience in the finance industry.
Robert Kriegshauser (CRD# 7698009) 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.
Cameron Kundis (CRD# 7574187) 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.
Christian Magnolia (CRD# 7186965) 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.
Dale Mason (CRD# 7222688) is an Investment Advisor Representative working at Mg Capital Partners, LLC in Tysons, VA and has over 4 years of experience in the finance industry.
Aymin Matri (CRD# 7784167) is an Investment Advisor Representative working at Spike Invest in Tysons, VA and has 1 year of experience in the finance industry.