Donald JumpCRD Number: 3175057
Current Firm: Tuttle Wealth Management, LLC
Donald Jump (CRD# 3175057) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.
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|Tuttle Wealth Management, LLC||Cincinnati, OH||Nov 2009 - Current||7|
|Donald M Jump & Company, Cpa's||Cincinatti, OH||Oct 1984 - Current||33|
|Spc||Ann Arbor, MI||Nov 2002 - Oct 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management73MILLIONS
Total Number of Accounts850ACCOUNTS
Average Account Value$86,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, ME, MI, MN, MO, NC, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI