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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...
Kevin Broderick (CRD# 1203573) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Vienna, VA and has over 38 years of experience in the finance industry.
Mark Bronfman (CRD# 4667336) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 20 years of experience in the finance industry.
Germaine Broussard (CRD# 2684038) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Vienna, VA and has over 28 years of experience in the finance industry.
Susan Brown (CRD# 3001537) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 25 years of experience in the finance industry.
Tomeka Brown (CRD# 4713938) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 11 years of experience in the finance industry. Tomeka Brown 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.
Elissa Buie (CRD# 1157877) is an Investment Advisor Representative working at Yeske Buie Inc. in Vienna, VA and has over 40 years of experience in the finance industry. Elissa Buie 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.
Jonathan Bulman (CRD# 4523535) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 21 years of experience in the finance industry.
Joanne Burke (CRD# 7042476) is an Investment Advisor Representative working at Birch Street Financial Advisors in Vienna, VA and has 1 year of experience in the finance industry. Joanne Burke 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.
Elizabeth Burnette (CRD# 5802254) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 10 years of experience in the finance industry.
Michael Burns (CRD# 1375157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 37 years of experience in the finance industry.