Donald Jump, financial advisor Stamford CT
83 score

Donald Jump

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Donald M. Jump
Phone Number: 800-462-1655
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $86,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
83

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