Natalie Jump, financial advisor Naperville IL
93 score

Natalie Jump

CRD Number: 4560597
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Natalie Jump (CRD# 4560597) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Naperville, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Naperville, IL Oct 2012 - Current 4
Ken Small Naperville, IL Apr 1999 - Current 17
Remote Audio/video, LLC Plainfield, IL Jan 2010 - Aug 2012 2
National Planning Corporation Naperville, IL Jul 2002 - Jul 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Natalie A. Jump
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AZ
  • CA
  • IL
  • IN
  • KY
  • MI
  • NJ
  • NC
  • OH
  • PA
  • SC
  • TX
  • UT
  • WI
  • IA
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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