Derek Stump (CRD# 7649627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Vernon, WA and has 1 year of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 2375862
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Bellingham, WA | Jan 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Bellingham, WA | Jan 2024 - Current | < 1 |
| Equitable Advisors, LLC | New York, NY | Oct 2022 - Jan 2024 | 1 |
| United General Hospital/peace Health | Sedro Woolley, WA | Aug 2022 - Dec 2023 | 1 |
| Unemployed | Mount Vernon, WA | Feb 2022 - Jul 2022 | < 1 |
| Thrive Community Fitness/dnu | Oak Harbor, WA | May 2021 - Jan 2022 | < 1 |
| Fidelis Family Initiative LLC | Oak Harbor, WA | Oct 2018 - May 2021 | 2 |
| Golds Gym / Cascade Fitness | Kennewick, WA | May 2015 - Oct 2018 | 3 |
| Achieve Health & Fitness | Yakima, WA | Apr 2014 - May 2015 | 1 |
| Key Bank/key Corp And Its Affiliates | Yakima, WA | Nov 2013 - May 2015 | 1 |
| U.s. Army National Guard | Yakima, WA | Feb 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- WA
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.