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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...
Chun Chau (CRD# 5613142) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 9 years of experience in the finance industry.
Paul Chrisman (CRD# 1161364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 38 years of experience in the finance industry.
Shihi Chu (CRD# 2884899) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 19 years of experience in the finance industry.
Ashley Clarke (CRD# 6164841) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 9 years of experience in the finance industry.
Elizabeth Clough (CRD# 5025284) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Vienna, VA and has over 17 years of experience in the finance industry. Elizabeth Clough 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.
Anthony Connor (CRD# 2481513) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 30 years of experience in the finance industry.
Arnold Connor (CRD# 2498942) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 29 years of experience in the finance industry.
Joseph Connor (CRD# 2599157) is an Investment Advisor Representative working at Connor Capital Management, LLC in Vienna, VA and has over 29 years of experience in the finance industry.
William Cory (CRD# 5680217) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 14 years of experience in the finance industry.
Bradley Costlow (CRD# 6105035) is an Investment Advisor Representative working at Artemis Wealth Management, LLC in Vienna, VA and has 1 year of experience in the finance industry.