Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jump is a financial advisor with Voya Financial Advisors, Inc. based in Milwaukee, WI, with over 8 years of experience in the financial services industry. Matthew is registered with the state of Wisconsin and also holds Series 7 and Series 66 licenses. Matthew has extensive experience providing financial planning and investment advice to individuals, businesses and charitable organizations. Matthew's previous experience includes working with Northwestern Mutual Investment Services, LLC and Valmark Securities, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/16/2023 - Present
Voya Financial Advisors, Inc. (Milwaukee WI)
WI
05/17/2019 - 11/10/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEQUON WI)
WI
08/21/2018 - 04/23/2019
VALMARK SECURITIES, INC. (MEQUON WI)
WI
08/09/2013 - 05/24/2016
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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