Donald Mark Jump

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2017-04-14

OH RA
APPROVED

Since 2017-04-14

Branch Locations

New Richmond, OH • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Donald M Jump & Company, Cpa'S	Cincinatti	OH	10/1984	Present
Tuttle Wealth Management, Llc	Cincinnati	OH	11/2009	04/2017
Belpointe Asset Management, Llc	Greenwich	CT	04/2017	Present

10/1984 → Present

Donald M Jump & Company, Cpa'S

Cincinatti, OH
11/2009 → 04/2017

Tuttle Wealth Management, Llc

Cincinnati, OH
04/2017 → Present

Belpointe Asset Management, Llc

Greenwich, CT

Previous Registrations

2009-11-12 → 2017-04-13

Tuttle Wealth Management, Llc

Stamford, CT
2002-11-21 → 2009-11-09

Spc

Cincinnati, OH

Other Businesses

1). DONALD M JUMP & CO. INC. NON INVESTMENT RELATED, 7200 PADDISON RD. CINCI., OH 45230, CPA FIRM, PRESIDENT AND SOLE SHAREHOLDER, INSURANCE PRODUCER, FIXED INSURANCE PRODUCTS, DUTIES INCLUDE DAILY OPERATIONS., SINCE 10/1984, 26 HRS PER WEEK, 2).PADDISON REAL ESTATE DEVELOPMENT LLC. 7200 PADDISON RD. CINCINNATI OH 45230, REAL ESTATE FOR RENTAL., 50% MEMBER OF, 10 HRS/MNTH DUTIES INCLUDE DAILY OPERATIONS. 3). CHRISTIAN BUSINESS MEN'S COMMITTEE, NON INVESTMENT RELATED, TREASURER 4). TWIN RIDGE HOA, NON INVESTMENT RELATED, TWIN RIDGE DR. NEW RICHMOND OH 45157TREASURER, 1/2 HR MNTH. DUTIES ARE MAINTAING CHECK BOOK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-04-30
S63	Uniform Securities Agent State Law Examination	2000-06-09

S65 Uniform Investment Adviser Law Examination

2007-04-30
S63 Uniform Securities Agent State Law Examination

2000-06-09

Other Names

Donald Mank Jump

View on SEC IAPD