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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...
Toavina Ranaivoarijaona (CRD# 7313453) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Tysons, VA and has 1 year of experience in the finance industry.
Swathi Reddy (CRD# 7570509) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has over 2 years of experience in the finance industry.
Wen Min Seow (CRD# 7655140) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has 1 year of experience in the finance industry.
Kevin Shaw (CRD# 4893761) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has over 19 years of experience in the finance industry. Kevin Shaw 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.
Richard Shu (CRD# 4327186) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has 1 year of experience in the finance industry.
Bikramjit Sidhu (CRD# 6398771) is an Investment Advisor Representative working at Edelman Financial Engines in Tysons, VA and has over 9 years of experience in the finance industry.
Robert Tigani (CRD# 7113921) 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.
Nico Vasiliadis (CRD# 7712585) is an Investment Advisor Representative working at Variant Private Wealth LLC in Tysons, VA and has 1 year of experience in the finance industry.
Matthew Wellens (CRD# 6085059) 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.
Steven Zeigler (CRD# 7015204) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Tysons, VA and has over 5 years of experience in the finance industry.