James Jump Email & Phone Number

Senior Financial Planner @ Lakeview Wealth Management Cleveland

5 free lookup(s).

James Jump Location

Westlake, OH, US

James Jump Work

2023 - now Senior Financial Planner @ Lakeview Wealth Management Cleveland
2015 - 2023 Financial Planner @ Cleveland Financial Group
2011 - 2015 Financial Planner @ Skylight Financial Group
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2006 - 2011 Financial Advisor @ MetLife
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James Jump Education

Ashland University
Bachelor's degree (Finance, Marketing)
2001 - 2005
Midview High School
1997 - 2001

James Jump Skills

Strategic Financial Planning
Retirement
Disability Insurance

Insurance
Securities
Financial Services
Employee Benefits
Long Term Care Insurance
Investments
Series 7

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James Jump Summary

James Jump, based in Westlake, OH, US, is currently a Senior Financial Planner at Lakeview Wealth Management Cleveland. James Jump brings experience from previous roles at Cleveland Financial Group, Skylight Financial Group and MetLife Investors. James Jump holds a 2001 - 2005 Bachelor's degree in Finance, Marketing @ Ashland University. With a robust skill set that includes Strategic Financial Planning, Retirement, Disability Insurance, Insurance, Securities and more. James Jump has 1 mobile phone numbers on RocketReach.

James Jump Phone Numbers

Found 1 phone numbers

+1 440-823-XXXX

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Top Lakeview Wealth Management Cleveland Employees

Jennifer Armstrong

Office Manager at Lakeview Wealth Management Cleveland

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Senior Financial Planner at Lakeview Wealth Management Cleveland

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