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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...
David Beck (CRD# 1698085) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 28 years of experience in the finance industry.
Anthony Benson (CRD# 5523577) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
Grace Benson (CRD# 6710389) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 5 years of experience in the finance industry.
George Bernhard (CRD# 4286667) is an Investment Advisor Representative working at Lpl Financial LLC in Vienna, VA and has over 23 years of experience in the finance industry. George Bernhard 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.
Suzanne Berringer (CRD# 2565562) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 27 years of experience in the finance industry.
David Bjorklund (CRD# 6805516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 5 years of experience in the finance industry.
Patrick Boinest (CRD# 3005670) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 26 years of experience in the finance industry.
Ashley Boles (CRD# 6634502) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
Ona Bolton (CRD# 4524403) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
Leda Bonilla (CRD# 4340131) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vienna, VA and has over 23 years of experience in the finance industry.