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William JumpCFP, EA

William Jump
CFP, EA

Field Supervisor, Financial Advisor

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EDUCATION

BBA, Accounting, University of Iowa

BIO

Bill supervises a network group of financial advisors, helping them stay in compliance with broker-dealer and regulatory rules. He also engages in securities production as a financial advisor. Bill formerly served as an OSJ Delegate, performing many of the same duties noted above.

JOINED FIRM

2016