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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...
Jason Crabb (CRD# 4553043) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 10 years of experience in the finance industry.
Mark Crabtree (CRD# 6649494) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 7 years of experience in the finance industry.
Richard Czechowski (CRD# 2172399) is an Investment Advisor Representative working at Ws Wealth Management, LLC in Vienna, VA and has over 32 years of experience in the finance industry. Richard Czechowski 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.
Gordon Dale (CRD# 869302) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 43 years of experience in the finance industry.
Giancarlo Dalimonte (CRD# 4239189) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 23 years of experience in the finance industry.
Courtney Davis (CRD# 4725431) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Tommy Davis (CRD# 6038192) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 10 years of experience in the finance industry.
Jon Deane (CRD# 2281659) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 31 years of experience in the finance industry.
Thomas Depont (CRD# 4173104) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 23 years of experience in the finance industry.
Zachary Depont (CRD# 6361727) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 7 years of experience in the finance industry.