Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jump is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Atkins, IA. William has been in the financial industry since August 2010. He is a Registered Representative and Investment Advisor Representative. William has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. He provides financial planning, portfolio management, and other advisory services. William is also an Independent Insurance Agent for various independent insurance companies and a volunteer firefighter and EMT.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/04/2020 - Present
Cambridge Investment Research Advisors, Inc. (Atkins IA)
IA
08/20/2010 - 05/11/2020
VOYA FINANCIAL ADVISORS, INC. (HIAWATHA IA)
BOTH
Issued 10/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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