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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Tuttle Wealth Management, LLC||Cincinnati, OH||Nov 2009 - Current||7|
|Donald M Jump & Company, Cpa's||Cincinatti, OH||Oct 1984 - Current||32|
|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|
- 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