Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jumper is a financial advisor with Cerity Partners LLC in New York, NY. David Jumper is registered with the state of New York as an Investment Advisor Representative. David Jumper has been in the financial services industry for over 14 years. Prior to joining Cerity Partners LLC, David Jumper was employed at DEUTSCHE BANK SECURITIES INC. David Jumper has passed the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). David Jumper is also a Chartered Financial Analyst. David Jumper has a specialization in portfolio management for individuals, businesses, and pooled investment vehicles. Cerity Partners LLC's main office is located in New York, NY. The firm has approximately 75 clients, with a total of $80.6 billion in assets under management. The firm offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/22/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
07/24/2008 - 08/19/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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