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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...
Mary Ellison (CRD# 3092878) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 25 years of experience in the finance industry.
Mark Estep (CRD# 5150398) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Heather Jan Tudor Evans (CRD# 1013490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 42 years of experience in the finance industry.
Matthew Felber (CRD# 4534271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 21 years of experience in the finance industry.
Kalman Finger (CRD# 5906668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 12 years of experience in the finance industry. Kalman Finger 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.
Ronald Fitzgerald (CRD# 852732) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 39 years of experience in the finance industry.
James Flannery (CRD# 2402135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 30 years of experience in the finance industry.
Patricia Flowers Jacobina (CRD# 1316990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 39 years of experience in the finance industry.
Paul Franklin (CRD# 5701623) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 14 years of experience in the finance industry.
Robert Fratkin (CRD# 213245) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Vienna, VA and has over 41 years of experience in the finance industry.