James Paul Jump

Current Employers

Employment History

• 06/2015 → 06/2023
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 06/2023 → Present
  Sagepoint Financial, Inc.
  Westlake, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Westlake, OH

Previous Registrations

• 2023-06-20 → 2023-09-01
  Osaic Services, Inc.
  Westlake, OH
• 2015-06-04 → 2023-06-20
  Osaic Fa, Inc.
  Westlake, OH
  Orange Village, OH
• 2011-05-25 → 2015-06-03
  Mml Investors Services, Llc
  Cleveland, OH
• 2007-08-28 → 2011-05-18
  Msi Financial Services, Inc.
  Broadview Heights, OH
• 2008-05-13 → 2008-05-23
  Mml Investors Services, Llc
  Cleveland, OH

Other Businesses

1. JAMES JUMP- INSURANCE, 2001 CROCKER RD. SUITE 400 WESTLAKE OH 44145 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, EQUITY-INDEXED AND FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 06/2015 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2. JAMES JUMP POSITION: agent NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 1651 crossings parkway, suite A, Westlake OH 44145, United States DESCRIPTION: Outside fixed insurance and annuity sales non securities related. 3. LAKEVIEW WEALTH MANAGEMENT POSITION: Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2023 ADDRESS: 1651 crossings parkway, suite A, Westlake OH 44145, United States DESCRIPTION: Advisory related activities 4. JWCROSSINGS LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 1650 Crossing Parkway, SUITE C, Westlake OH 44145, United States DESCRIPTION: Nathan Wilmot and I set up an LLC to purchase our branch address building in. The LLC will maintain a bank account that will pay mortgage, taxes, insurance, office expenses and payroll. It is just an entity to protect ourselves separately from our individual practices. 5. JUMP SOLAR POSITION: Strategy Officer NATURE: LLC partnership INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2024 ADDRESS: 1170 Industrial Pkwy, Medina OH 44256, United States DESCRIPTION: I am helping navigate the incentives and sales strategies for the construction business from a marketing and business segment focus. There are a lot of tax incentives involved in solar right now so they asked me to help figure out how they are best applied. They are selling residential and commercial solar systems and installing them.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12

Other Names

• Jim Jump
• Jim Paul Jump
• James Jump