James Jump Email & Phone Number
Senior Financial Planner @ Lakeview Wealth Management Cleveland
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James Jump Location
- Westlake, OH, US
James Jump Work
- Senior Financial Planner @ (June 2023 - Present)
- Financial Planner @ (June 2015 - July 2023)
- Financial Planner @ (May 2011 - June 2015)
- Financial Advisor @ (May 2006 - May 2011)
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
- Retirement Planning
- Asset Management
- Investment Strategies
- Wealth Management
- Strategic Planning
- 401k
- Long-term Care
- Series 6
- Financial Modeling
- Life Insurance
- IRAs
- Finance
- Estate Planning
- Mutual Funds
- Fixed Annuities
- Financial Analysis
- Strategic Financial
- Project Planning
- Accounting
- Long Term Care
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.
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