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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...
Joseph Morelli (CRD# 2090522) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodbridge, VA and has over 33 years of experience in the finance industry.
Seddon Nelson (CRD# 2897905) is an Investment Advisor Representative working at Scn Capital Management in Woodbridge, VA and has over 26 years of experience in the finance industry.
Mark Pollock (CRD# 4355299) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Woodbridge, VA and has over 23 years of experience in the finance industry.
Robert Potter (CRD# 5763113) is an Investment Advisor Representative working at Edward Jones in Woodbridge, VA and has over 14 years of experience in the finance industry.
Robert Schneider (CRD# 5915935) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbridge, VA and has over 12 years of experience in the finance industry.
Justin Simoni (CRD# 7072665) is an Investment Advisor Representative working at Edward Jones in Woodbridge, VA and has over 4 years of experience in the finance industry.
Steven Singer (CRD# 1900732) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Woodbridge, VA and has over 30 years of experience in the finance industry. Steven Singer 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 Vessell (CRD# 2849970) is an Investment Advisor Representative working at Lpl Financial LLC in Woodbridge, VA and has over 26 years of experience in the finance industry. Timothy Vessell 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.
Micheal Wasson (CRD# 6737437) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodbridge, VA and has over 7 years of experience in the finance industry.
Hannah Adams (CRD# 6839163) is an Investment Advisor Representative working at Eagle Strategies LLC in Woodbridge, VA and has over 2 years of experience in the finance industry.