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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...
Jennifer Bishop (CRD# 5853566) is an Investment Advisor Representative working at First Command Advisory Services in Woodbridge, VA and has over 10 years of experience in the finance industry.
Brian Bloxom (CRD# 2570580) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodbridge, VA and has over 28 years of experience in the finance industry.
John Carradice (CRD# 4594773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbridge, VA and has over 21 years of experience in the finance industry.
Brian Hoyle (CRD# 6644311) is an Investment Advisor Representative working at The Fintel Group LLC in Woodbridge, VA and has over 7 years of experience in the finance industry.
Jamie Hudgins (CRD# 3094070) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Woodbridge, VA and has over 25 years of experience in the finance industry.
Timothy Kirby (CRD# 6206378) is an Investment Advisor Representative working at Edward Jones in Woodbridge, VA and has over 10 years of experience in the finance industry.
Richard Levy (CRD# 3180667) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, VA and has over 24 years of experience in the finance industry.
Alison Majors (CRD# 6727846) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Woodbridge, VA and has 1 year of experience in the finance industry. Alison Majors 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.
Timothy McCleerey (CRD# 4897238) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbridge, VA and has over 15 years of experience in the finance industry.