Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jump is a financial advisor registered with Osaic Wealth, Inc. James has been in the financial services industry since 2006. James currently holds the Series 6, 7 and 66 licenses, and the SIE exam. In the past, James has worked at several firms including SagePoint Financial, Inc., Lincoln Financial Advisors Corporation, MML Investors Services, LLC, MetLife Securities Inc. and Metropolitan Life Insurance Company. James specializes in working with clients in the following areas: High Net Worth Individuals, Individuals Other Than High Net Worth, Pension and Profit Sharing Plans, Corporations or Other Businesses, and Charitable Organizations. James also has experience in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. James Jump offers both fixed fees and percentage of assets for his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (WESTLAKE OH)
OH
06/15/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTLAKE OH)
OH
06/01/2015 - 06/20/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (ORANGE VILLAGE OH)
OH
05/23/2011 - 06/03/2015
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
04/20/2006 - 05/18/2011
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
05/12/2008 - 05/23/2008
MML INVESTORS SERVICES, INC. (CLEVELAND OH)
OH
04/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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